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

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To: rich evans who wrote (5329)10/7/1999 8:31:00 PM
From: Asymmetric  Read Replies (1) of 6317
 
This is another Dunne Deal!!
Damage not so bad this time around. Methinks
institutions are getting tired of Dunne trying
to tack Jabil's boat this way and that to try
to catch the small shifts in wind patterns that
he equates to changes in PE. For those who want
to micro-manage their portfolios, then by all
means, follow what the man says. For those who
keep their eyes on the big picture, then by all
means stay steady at the wheel, as he is making
a valuation call here, not a "the story has changed"
call. Whatever is going on between Keithe Dunne
and Jabil is strange. Maybe I'm missing something,
but I don't see or remember him making these kinds
of calls on the other ECMs. Maybe someone in Jabil's
investor relations dept can provide some insight.
Either that or maybe someone on this thread pissed
him off.

Peter.
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