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Technology Stocks : Jabil Circuit (JBL)
JBL 201.800.0%Nov 14 9:30 AM EST

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To: patroller who wrote (5164)6/16/1999 11:29:00 AM
From: rich evans  Read Replies (2) of 6317
 
Well Patroller, Did you buy some more JBL?. I had an order in to buy but no execution yet. Keith Dunne talked about Jbil today on an interview and said that their were two design delays : a Notebook computer customer and Bay. He mentioned this would effect next two quarters. He mentioned the volatility in the sector and this should give opportunity for some trading profits while one keeps the long term hold on the core. He thinks we are only in the third inning of the growth game for the ECMs .He mentioned that CEO of Flex recently sold 10% of his holdings. Keith also likes APW a lot at its PE of 10 and 20% growth.

Rich
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