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


To: Mark Brophy who wrote (700)2/21/1999 5:12:00 PM
From: Tim Oliver  Read Replies (1) | Respond to of 1540
 
In the Realaudio interview, the president named RSYS as one of the closest comparables in terms of size and business. In the past 100 weeks, SBSE has appreciated 25% more in stock price than RSYS, yet RSYS still trades at a much higher multiple of earnings and sales.

techstocks.com

Will SBSE continue to appreciate at a slightly faster rate and perhaps reach the same multiple as RSYS in another several years? It appears that SBSE's ongoing product/customer diversification may provide that opportunity.




To: Mark Brophy who wrote (700)2/22/1999 11:16:00 AM
From: Clay Takaya  Respond to of 1540
 
Hey!

Not abandoning SI, in fact I agree with you and prefer these boards to the Yahoo ones where any yahoo can post his/her BS. This pay-for board keeps most of the 15 year-olds and people who think a chip is good with salsa from wasting my time.

My point about body language had to do with the fact that he sounded pretty optimistic, as if things were going to be better than expected. I am planning on taking a trip to Albuquerque this spring in order to do some New Mexico fly fishing and a trip to SBSE. Will report back to all if and when it takes place.

I wish we could get some useful dialog/information exchange going here so keep posting.

Clay.