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Technology Stocks : SBS Technologies (SBSE) - Undiscovered gem

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To: robert b furman who wrote (1297)8/11/2004 10:01:33 AM
From: Christopher Brainard  Read Replies (1) of 1540
 
Good for you!

I might actually be following you on this purchase. I would just like to know why these guys (SBSE,RSYS,PTIX) are not seeing more growth in their future.

I ran my numbers for FY 2005 with revenues running as per company guidance of $150-160 million and I came up with EPS of around $0.70. The company is counting on AMAT and ERIC running at the same rate in 2005 in order to reach the forecasted revenues. This factor is making me nervous.

Let's see what happens here!

Chris
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