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Technology Stocks : SBS Technologies (SBSE) - Undiscovered gem
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To: Tim Oliver who wrote (701)2/21/1999 10:42:00 PM
From: Mark Brophy  Read Replies (2) of 1540
 
SBS is more consistant than RadiSys.

RadiSys relied on one customer, IGT, for 25% of their revenue a year ago. They also sold to chip equipment vendors and got slammed last year. This year, Phoenix is predicting 30-35% growth for Pico and I suspect that they're partially relying on RadiSys for that forecast.

SBS is more diversified and probably won't grow 30-35% this year. If the relative valuation persists, I think RadiSys will take over SBS. The CEO was reported to say in a conference call that RadiSys is a good investment.
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