SBS Technologies (SBSE) - Undiscovered gem Message Board

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Technology Stocks : SBS Technologies (SBSE) - Undiscovered gem

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To: Fred Fahmy who wrote (1176)	11/5/2003 8:10:08 AM
From: robert b furman	Read Replies (1) of 1540

Should bode well for future orders.Amat is one of SBSE's larger customers - their absence has been sorely missing. Message 19466528 In addition GE's medical unit was a double digit growth factor last quarter, Also China about to place a large order for Boeing 737's.Could well be a boost for avionics. I remember years ago when Boeing was on strike,Ahmanson didn't like to give excuses, but cited that Boeing not building a plane in the last quarter was hard on business. Many subtle recoveries adding up to some nice future quarters. I believe those much closer to the order flow, than my small picking of news bursts, are the driving power of the recent price advance. I'm thinking we're going to see a quick trip to 20 levels soon. JMHO Bob

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