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Technology Stocks : SBS Technologies (SBSE) - Undiscovered gem

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To: robert b furman who wrote (1529)2/15/2006 10:39:44 PM
From: Christopher Brainard  Read Replies (1) of 1540
 
Hey Bob,

I'm beginning to think you are spending way too much time in the PAST! Wake up my friend, you better quit driving that car by looking only in the rear view mirror. There just might be a big old tree DEAD AHEAD!

I flushed another one of my old 2000 era stocks today. FLEX was a story I once liked, but no longer. Cut that dog loose today and it feels great. PTIX is another 2000 era stock who's day to dump has come. Their new CEO looks and sounds like a carbon copy of guess who ???, our old frind Mr. Rance here at SBSE. This sector just can't find good captains.

But look what has happened to HP. Get rid of a weak CEO and the business takes off. Beating the drum for HP had been a waste of time, but no longer. When SBSE or PTIX or RSYS (for that matter) can find a competent CEO with true market vision, then will be the time to back up the truck.

Until then, beating the drum is just a waste of time. With money market rates now at 4.13%, wasting time can be a very costly mistake.

But I guess market mavens like you can aford to have big chunks of their portfolios sitting in dead money investments. Must be nice!

AMAT looks to have given good guidance for Q2. LTXX reports tomorrow and someone seems to be accumulating INTT. Sorry that your darling COHU has for some reason stumbled badly. Something tells me the funky revenue guidance for Q1 will reverse itself in Q2.

Take care and quit looking backwards!

Chris
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