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


To: Mark Brophy who wrote (720)3/26/1999 8:34:00 AM
From: Christopher Brainard  Read Replies (1) | Respond to of 1540
 
Mark, I agree with you vote for small cap disease, but disagree with your pointing to Wind River or Integrated Systems as a comparable to SBSE. These two guys are mainly on the software side of the embedded computer business where as SBSE is on the hardware side. They also get to trade at 40-50 times earnings where as SBSE is given a valuation of less than 10 times earnings. The market seems to think that the growth in the embedded computer business will only benefit the software guys. But I think time will prove the market VERY WRONG!!

Just my two cents.

Chris ...