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

To: Wowzer who wrote (678)	10/15/1998 9:27:00 AM
From: Christopher Brainard	Respond to of 1540

Rory, You are 100% on the money. And in 6-12 months, we will be IN THE MONEY. Great post. Thanks. Chris ....

To: Wowzer who wrote (678)	10/15/1998 10:21:00 AM
From: Clay Takaya	Read Replies (1) \| Respond to of 1540

Rory: Be careful about your book value assumptions. SBSE carries a fat good will entry on the asset side of its balance sheet so you have to factor this in. I put true book value around $9/share. This is gut-wrenching, but for a long term holder or even a short term trader, this is one hell of an opportunity!!! BTW: I think a lot of this shake-out is due to the fact that SBSE's business is very difficult to understand and people were basing their investment on the earnings momentum. I like the business, the strategy and the company's management and so have not been shaken out.