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Technology Stocks : SBS Technologies (SBSE) - Undiscovered gem -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (1346)	1/18/2005 8:36:24 PM
From: Christopher Brainard	Respond to of 1540

Hi Bob, Top line looks very strong, but bottom line trends have me concerned. If you do the math using company guidance for the rest of FY 2005, the street revenue estimates are way too low but the bottom line numbers need to be reduced a tad. The stock seems pretty fully priced here IMHO. The balance sheet is in great condition, $50 million in cash, WOW! They claim to be looking for acquisition targets with revenues between $20-$40 million. Maybe SBSE will take out PTIX?? If they could pull off a nice acquisition or if profitability trends reversed, I could again be a company bull. I see more marking time in the short term and unfilled promises regarding the future. Chris