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

To: Christopher Brainard who wrote (728)	4/6/1999 10:59:00 AM
From: Clay Takaya	Respond to of 1540

*Hope someday I do not learn that you have thrown in the towel and either bailed completely or worst yet joined the mindless investing in a select group of "50" stocks.* I am in SBSE for the long haul or until some business event (and I'm not talking about stock price here) convinces me that it is bad risk. That being said, the only -- and I mean ONLY -- thing that is working for me right now is the "select group of 50 stocks." In my portfolio this means LU/ASND and CSCO. I have paired my small caps down to SBSE and INFS. BTW: Remember that post I made on the price of oil on Yahoo being critical to the US economy? Well oil is going up and IMHO this is going to be big trouble for the stock market as inflation is going to rear its ugly head. Am adjusting my portfolio accordingly. I hope I am wrong about this.

To: Christopher Brainard who wrote (728)	4/14/1999 12:17:00 PM
From: Clay Takaya	Read Replies (1) \| Respond to of 1540

Chris: I am almost sure that RHONEST on the Yahoo board is that Barry Whatzisname guy from Pinnacle. My bet is that he will again be the first knocking at the door at the conference call and pounding the table with how this stock should be higher. I still can't get it out of my mind that the insiders should be buying SBSE big time here and why aren't they? I refuse to commit to more until I see some real buying. By my calculations, you and I have purchased more shares than the company and the insiders combined have. Isn't there something wrong with this? Finally, IMHO investing in the Internet infrastructure buildout is as close to a sure thing as you will ever find on this planet. This is why buying ASND/LU and CSCO is not "mindless" investing. For the long haul, I believe that MSFT is going to dwarfed by these 2 companies particularly LU. You might want to take a look at LU. Looking forward to the SBSE earnings. I think its going to take .48 and a lot of positive forward-looking statements to get this stock moving.