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Technology Stocks : SBS Technologies (SBSE) - Undiscovered gem

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To: Christopher Brainard who wrote (740)4/21/1999 10:39:00 AM
From: Clay Takaya  Read Replies (1) of 1540
 
Sometimes it hurts being right!

IMHO we need Cowen to upgrade or some other big guy to start following this stock. I noticed that Soundview was at the CC and they had been absent for quite a while. Maybe they are thinking of picking up the stock.

I don't think SBSE can do .52/share in the Q4. Remember that Amenson said that the new design wins would not impact this year due to the longer term delivery aspect of the larger wins. Also, he and the CFO mentioned that the company was at 1.42 so far and expected to be to the "hard right" of analysts expectations which would be around 1.85/share for 1999. My guess is that the quarter will be somewhere between .45 and .50 giving us a respectable 1.86 - 1.90 for 1999. Again I hope you turn out to be right.

In any case, the company is moving in the right direction and barring some awful collapse of the US economy, we will be lighting our cigars with $20 bills a year from now.

Clay
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