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Well, we both agreed how good smci looked a few months ago, but now the price has tumbled by 50% on no news that I have heard of. Was this a drop in conceert with general NASDAQ weakness coupled with the decline of the oil drilllers at the samae time. I am still holding the equity and I still like the fundamentals but am curious as to your view now that a couple of months have elapsed. Thanks for any info.


Philip Lisagor
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