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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 (5321)10/6/1999 11:47:00 PM
From: Asymmetric  Read Replies (2) of 6317
 
Patroller, Those Comparisons Are Mind-Blowing,
between the different ECMs and JBL and Flex (and
Cisco). Funny, nobody mentions gorilla and any
of the stocks in this sector. <g> ...but those
are gorilla type numbers these companies are
putting up, if you ask me. Any way, just a
reminder that the other possibility is always
Sanmina drops by 50% and Solectron loses 33%
of their values to match Jabil and Flextronics
price-to-sales! .........Nah.

Interesting post I saw over on Yahoo thread, by
sizeplayer, that Goldman Sachs came out a day or
so ago, and recommended investors be overweighted
in this sector. Nice to see the Wall St guru types
finally coming around to our way of thinking.
Everyone starting to recognize these companies are
in the sweet spot of their hyper-growth phase.

By the way - congratulations to Jabil. They either
matched their high for the year or set a new one
yesterday of 56 13/16.

Peter.

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