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

To: Clay Takaya who wrote (625)	6/24/1998 12:28:00 PM
From: Christopher Brainard	Respond to of 1540

Clay, I do not think you are going to get an earnings warning this quarter. Today was the day it would have happened. It was March 24th 1997 that they warned of low end quarterly results. And you are right, what a buying opportunity it was!!! Estimates for 4th quarter 1998 are $0.46. My numbers are as follows: Revenues: $20 million - 23% internal growth Gross Profit: 57.5% - same as last quarter SG&A: $4.3 million - up marginally from last quarter R&D: $2.1 million - up from last quarter but only 10.5% of sales Amort/Interest: $300 thousand - same as last quarter Bottom line: $2,856,000 or $0.46 per share. If the company can obtain their 25% internal growth targets, we will be fine. I think they can do it. Best of luck. Chris ....

To: Clay Takaya who wrote (625)	6/24/1998 5:50:00 PM
From: r. c. cummings	Read Replies (1) \| Respond to of 1540

Clay, Agree that SBSE has offered tremendous buy ops on pullbacks over the years. As for this qrt., why so pessimistic? Company presented at Red Chip Review and no negative news released from RCR re prospects. SBSE has always been clear and definite in its guidance, so I don't think there will be any surprises. RCR estimates $.46 for the qrt. My guess is that they will just meet the estimates, maybe even a penny above (like last time, right?). Will that get us to $35? regards