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


To: Clay Takaya who wrote (621)6/23/1998 8:33:00 PM
From: dstange  Read Replies (1) | Respond to of 1540
 
Clay and Chris, you guys are doing a great job by yorselves!

I also like SBSE an awful lot and would love to grab some more. I have a 50% profit right now and continued long, but I am also very cautious about a market that seems to be destroying a lot of good stocks without any reasons. There are a lot of people like me that are on the sidelines right now.




To: Clay Takaya who wrote (621)6/23/1998 8:54:00 PM
From: Mark Brophy  Respond to of 1540
 
The stock is doing well.

A lot of other companies have been trashed in a big way, so SBS doesn't necessarily look as good in comparison. It seems to be a better stock to buy when the market is expensive.



To: Clay Takaya who wrote (621)6/24/1998 2:47:00 AM
From: r. c. cummings  Respond to of 1540
 
"Am not convinced that the company will not warn".

Why? What would be the last date that they would warn (if they were going to warn) before the actual earnings release (i.e., for a genuine pre-release warning, not just the night before)? Does this question even make sense??????

I am not forgetting that they have 15% or so of their revs from Asia, but I also recall that Jennifer from IR stated a while back that any shortfall from Asia would be easily offset by increases in Europe where business was said to be strong.

Anyway, the stock has held up relatively well during this latest Asian scare, and if a warning is not forthcoming soon it could challenge the recent highs above 30.