SBS Technologies (SBSE) - Undiscovered gem Message Board

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Technology Stocks : SBS Technologies (SBSE) - Undiscovered gem

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To: robert b furman who wrote (1204)	4/16/2004 10:20:11 AM
From: robert b furman	Read Replies (1) of 1540

To all on thread: Here is the link to SBSE's latest webcast Q3 fiscal: sbs.com Although their backlog has grown nicely - they say they have a Book to Bill of .97 to 1. They also estimate sales to be in the 35-37 million in the Q4. They've endeavored to bring breakeven down to the 27-28 million so this should give us another nice profitable quarter. Nice to see communication beginning to get design wins in an increasing rate - this is the segment of business which has been missing and gets Sbse over the breakeven. They say semiconductor equipment makers (most likely Amat?) and medical equipment(GE)? have come back nicely. Alway nervous about writeoffs in a Q4 but thet seem very confident and their downsizing is behind them. Not many questions were asked at the end but they did say employment stayed the same around 450 people. Communications will be the surprise that refreshes - if there is to be one. All in all these guys are back to being a nicely profitable company with a growing horde of cash - that no doubt will be used for acquisitions and growth. I really like their entry into FPGA's - huge future. JMHO Bob

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