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

To: Tim Oliver who wrote (704)	3/4/1999 7:26:00 PM
From: Mark Brophy	Read Replies (2) \| Respond to of 1540

Phoenix and SBS are tracking each other. The price/book of both is around 1.5-1.6. The usual small tech crash is all that's happening. Nothing else has changed. I doubled up on SBSE, not down. I bought before and after the blockbuster earnings report. If VLSI goes over 20 and SBSE goes down to 16, I'll sell out VLSI and buy more SBSE. Both my 1998 picks, Award and VLSI will soon no longer exist. In both cases, your profit would have been minimal despite the takeovers.