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 (1330)	12/19/2004 11:28:57 AM
From: Christopher Brainard	Read Replies (1) of 1540

Hi Bob, A flood of orders processed going into the close totally around 150,000 shares. There was a post on Yahoo pointing to the election of a new board member as being a good thing. It sure is starting to look like the fundamentals for the embedded industry (especially those focusing on the wireless industry) have improved nicely over the past few months. Both RSYS and PTIX are up nicely in price while SBSE has not done nearly as well. Seems like a funny time for SBSE managment to be focusing on the government market. I still believe SBS management can't shoot straight to deliver superior long term returns. PTIX is my largest holding in this sector. SBSE is second due entirely to my long term core position while RSYS is a strong third. I am looking only to SELL my positions. The time to buy was many months ago. Attractive trades can surely be made, but I know from past experience that I pretty much stink at trading. I would be looking for any continued strength in the sector into early 2005 and an opportunity to capture profits and wait for the next cycle opportunity to buy. Cups and handles withstanding, I'll now a hit and run player in all my technology holdings. Sure a buy and hold strategy can pay off nicely, witness my $4 average price for my core SBSE holdings established in 1995, trading these stocks over the past eight years have produced even greater returns. PTIX is rapidly approaching SBSE as my best profit stock ever, though it has always been a rather small position in my portfolio. But I never "fell in love" with the stock and have failed to make the mistake I've made with SBSE. PTIX has been a simple buy low and sell high investment. Recent purchases at $5.50 will hopefully be future sales around $12. Then we sit back and wait for the opportunity to do it all over again. Chris

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