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No. of Recommendations: 0
SMCI looks to be a great company in the next year. They are leaders in their field, and have a current 100% rate of corporations renewing their contracts with SCMI. The RVS has been down, possibly reflecting a one time expenditure a quarter ago. I believe that supporting the oil production, refinery and chemical businesses is a sure win propositon for this company. I am long at 14+ and plan to hold for some time. Any other ideas on this company which may well follow the success of Aspen.
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