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

To: Mark Brophy who wrote (708)	3/6/1999 8:26:00 PM
From: Jules B. Garfunkel	Respond to of 1540

Mark, Having read your referenced post, I find it no coincidence that you, Tim, and me find ourselves investing in the same company again. Perhaps, it can be argued, that in the last 18 months we share the same malaise... i.e. Value investing.... (all three of us are long term investors who invest based on analysis of fundamentals). Over the last 18 months, as you probably also know, all too well, this investment philosophy has not been the most rewarding. I don't know about you, but investing in companies like SBSE and PTEC, which also comes to mind, has been costly for me over that time. Not only have they been down, but we have lost investment opportunity. I continue to wait optimistically though, for the Pendulum to swing back to our way. In years past I have made lots of money investing in companies like SBSE and waiting for them to come back into favor. (I should add though, that I have also lost a lot of money too). For sure, Value Investing will return to Vogue one of these days, but like the author of your referenced post, and apparently you too, I am frustrated and tired of waiting for rationality to return to this Stock Market. Jules