Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 201.80

0.0%

Nov 14 9:30 AM EST

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To: rich evans who wrote (5329)	10/7/1999 8:07:00 PM
From: kolo55	Read Replies (1) of 6317

Keith Dunne dun it again. Robertson Stephens even issued a press release downgrading Jabil! Wow, talk about adding insult to injury. But it is great that they get their reasoning out in the public eye. I find his valuation comparison interesting, but offbase. He is going just on visible numbers... whereas the new Dell contract is going to be much bigger than expected, and Lucent isn't even in the mix yet. The really interesting thing, is Jabil was the first EMS company that I saw checking and commenting publicly on component supply after the Taiwan earthquake. They seemed more on top of this problem than the others. And now they are singled out by Dunne for downgrading, when there is a far more likely candidate, based on this reasoning. SCI with their heavy PC exposure, and who also carries a Buy recommendation, should be more exposed to the problem Dunne mentions. But we needed to scare some of the mo traders out of the stock. In the long run this will be healthy for the stock. Interesting that Dunne picks a big down day for the SOX to do it. I never quite understood why JBL tracks short term moves in the Semiconductor Index, but it does. Paul

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