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Technology Stocks : SBS Technologies (SBSE) - Undiscovered gem
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To: Christopher Brainard who wrote (1428)8/10/2005 11:23:21 AM
From: robert b furman  Read Replies (1) of 1540
 
Patience buddy patience,

Here's my thinking:

Communications is coming back from the dead.05 fiscal had a nice improvement from dead in 04 - I believe that still has legs in 06.

Avionics will have nice improvements in 06 as well - Boeing is on fire and SBSE does a lot for boeing - remember when the strike at boeing hurt revenue?

Commercial has Applied Materials - they'll be steady and have the new market of LCD equipment which they are taking PO's for - so slightly up.

Delta Design is eeing Capex for the first time and strong demand for ATC Summits with anew segment beginning to show a huge new demand for high speed graphics chips.

Remember when Ahmenson said demand fron delta was strong about a year ago?

GE Medical has consistently shown growth in the mid teens and will continue as well.

With all these sectors showing promise and any of the huge homeland defense order get triggered SBSE is on the verge of getting substantially over their breakeven and accumulating some more cash.

With almost 4.00 buck cash and breakeven ,while many sectors are growing - it will not take but a quarter ot two and this stock will be at 15 and then back at 19.

In between I've nicely averaged down and will be sitting on a comfortable multi bagger.

Where else will a year of patience make you a million or two??

I can be patient holding this growth company with no debt a growing horde of cash and margins in the mid forties with huge high margin government orders due within 2 quarters.

You bet I like this jewel.

It is a very conservative comfortable hold for me.

I'd like to add another 10,000 shares on any dips.

Throw it in the drawer and fugetaboutit.

Bob

This stock is a strong candidate for a 2 for 1 split and revisiting the 30's after the split.
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