SBS Technologies (SBSE) - Undiscovered gem Message Board

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Technology Stocks : SBS Technologies (SBSE) - Undiscovered gem

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To: Christopher Brainard who wrote (1513)	1/10/2006 9:09:28 AM
From: robert b furman	Read Replies (1) of 1540

Hi Chris, I don't like the rewards before performance. I still do think that Boeing is on a roll and avionics looks good.Every strike Boeing had has hurt Sbse - conversely record plane orders will be good. Amat and Delta are both doing well, and Capex in SCE sector is expected to be up 20%. Communications live, but is not vibrant - expected to pickup in H2 - which is now. I still believe this company will do very well in 06 - just a back half loaded boost in 06.Important to realize SBSE does not have a calendar year. The options BS must stop and everyone will become wealthier as the business picks up. That's my only bashing. I have averaged down in this stock and like my position. Hang in there man, we're going higher.<smile> Bob

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