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 (1292)	8/10/2004 5:31:45 PM
From: robert b furman	Read Replies (1) of 1540

Sbse nails it. Revenue 38.2 million up 29.5% vs 03 up 4.4%vs Q3 12 month 133.9 million up 15.9 % vs 03 12 month Book to bill over 1 to 1 for over two years Government 19.1 million up 14.4% vs q4 2003 Commercial 10.7 million up 32% Communication8.4 million upo 78.7 % Communication is coming back and company feels well positioned for mor groth Biggest customer = Applied Materials 11% for Q4 and 10 for the year Erricsson 11% for the quarte and % for the year. Both companies have scheduled a similar dollar level of business with SBSE for 05 year with one quarter of vision. Gross margins 47.3 within model of 46-50% 10 new products in telecom 47.9 million and debt free UP 27.9 million for the year and 7.1 for the quarter. It like having a 4 PVC pipe dropping hundred dollar bill all day every day (well maybe that my add).GG new design wins: 4 Government-military 2 commercial-flight simulator and printed circuit inspection device 2 communication telecom and aviation e-mail See improvement in all markets Project Government will grow 11% in 05 Commercial will grow 6.1% Expect Q1 04 to be 36-37 vs 35-37 in Q1 2003 Expect annual revenue to be for 2005 150-160million If there projected model holds true and it has this year. 160,000,000 times net earnings of 12% =19200,000 with 15270,000 shares Weve got 1.25 EPS and a cash horde that will no doubt fuel acquisitions. These guys are money making SOB! Great report !!!! 2 for 1 split in 06!!!!JMHO Bob Finally I'm going to look forward to tomorrows open. Frankly I've been sweatin bullets on my Add to position which I must admit I got a little crazy on. YYYYYEEEEEEEEEHHHHHHHAAAAAAAAWWWWW!!! YYIIPPPPEEEEEE!!!!! Bob

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