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

To: Clay Takaya who wrote (734)	4/15/1999 1:23:00 PM
From: william binder	Respond to of 1540

Hi.. I am brand new to this thread. I have been watching Wind River for several years and feel that it may be time to branch out of WIND as my only embedded investment. I would appreciate it greatly if anyone could offer a wrap-up of this company, its prospects and its next earnings announcement. This is not to replace my own DD, by the way, but I do like to get a quick take on a company before spending much time in the research phase. Thanks in advance. Bill B.

To: Clay Takaya who wrote (734)	4/20/1999 11:17:00 PM
From: Christopher Brainard	Read Replies (1) \| Respond to of 1540

Hey Clay, hope you were able to listen to the conference call. Are you feeling pretty good now, I sure as heck am! I am going to sleep real well tonight knowing that SBSE is my largest holding. Wonder if we are going to get another rocket day tomorrow? Let's see what we now know: 1) Order flow has improved across the board. 2) Design wins increased from 8 last quarter to 11 this quarter. 3) Earnings visibility is much improved and getting stronger. 4) R&D spending has peaked as a percentage of sales. 5) EPS for FY 1999 should come in at the HIGH end of guidance. 6) Company is comfortable with the EPS estimates of $2.23 for FY 2000. 7) Bottom line growth of 17-22% is likely for the next couple of years. They can not ignore this stock for much longer! See you in the 30's! Chris ....