SBS Technologies (SBSE) - Undiscovered gem Message Board

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Technology Stocks : SBS Technologies (SBSE) - Undiscovered gem

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To: Christopher Brainard who wrote (666)	10/12/1998 1:30:00 PM
From: Clay Takaya	Read Replies (2) of 1540

Chris: I posted a message earlier, but it didn't show up here. I talked at length with Jennifer Dalton and she said no news. Things are going well, but the company is a bit concerned about the possibility of a general slowdown. Not seeing it yet, however. IMO, 2 known things could have moved the stock today. 1. Cowen just reiterated next qtr estimates at .44/share vs. consensus of .46, but the report was followed by "firing on all cylinders," 2. SBSE is doing an assessment in its sales force as to the economic climate in its business and will report at the CC. If the assessment shows that sales are getting more difficult, this could be a problem. Hey, I bought some more this morning, TA be damned on this stock. I can't let these kinds of issues bother me if there is no bad news out or on the horizon. This company has earned my belief in its credibility and I am rewarding them (ha-ha) by buying more stock. If we visit the $17 level with no news, I'll be buying more. Who wants to live forever anyway? Clay

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