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

To: Christopher Brainard who wrote (660)	9/15/1998 11:32:00 AM
From: Mark Brophy	Read Replies (1) \| Respond to of 1540

There's a precedent. Check out Stocks for the Long Run by Jeremy Siegel at your local Barnes and Noble. There's a chart on page 94 comparing the S&P 500 to small stocks since 1925. The cumulative total return on small stocks...did not overtake large stocks once between 1926 and 1959....But between 1975 and the end of 1983, small stocks exploded. During those years, small stocks averaged a 35.3% compounded annual return, more than double the 15.7% return on large stocks. IBM and Intel were grossly undervalued 4 years ago and deserved to rise. Today, they're grossly overvalued. The market seems to have a tendency to overshoot. It'll probably happen again when small stocks get some momentum.

To: Christopher Brainard who wrote (660)	9/22/1998 9:51:00 AM
From: Clay Takaya	Read Replies (2) \| Respond to of 1540

Hey Chris: The stock looks like its starting to move. If we can squeek through the next 2 weeks without a warning I think we're going to do well here. This cycle of the stock moving before earnings was only broken in the last quarter where the stock moved in the opposite direction. This quarter the stock has only one direction to move. OT -- Yesterday I was surfing Yahoo and noticed that you are buying stock in PMRY. PE=8, revs and bottom line up. Stock goes down. I like this kind of situation a lot and agree that it reminds me of SBSE. If you have time and the energy, would you please email me a short synopsis of the pros and cons of PMRY's business. Am going to do my own DD, but I respect your opinion and apparently like the same kind of companies that you do. Thanks, Clay