Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 201.80

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Nov 14 9:30 AM EST

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To: patroller who wrote (5386)	11/30/1999 11:53:00 PM
From: kolo55	Read Replies (1) of 6317

Still alive and holding as much JBL/FLEX/DIIG as ever. Right now JBL is my largest money position in the EMS sector. I haven't been posting much lately. I just don't have the time to waste on some people who only seem to suck out energy from the threads, so I have temporarily suspended posting until I can invest the time to take back our threads from the know-it-all who has taken over the ECM thread. Also, as you know, and we have discussed, there is a very effective trading strategy in this sector, which I have been following this year with extraordinary success. But it does require constant attention, and so isn't for everyone. I hesitate to discuss it because since the last time I hinted around it, I have been hounded for six months across at least five SI threads. Back to Jabil... I think the earnings report coming up in December should be very interesting, and we will get more on GET, and perhaps hear of an acquisition or major new customer. Will they mention Lucent this conference call? I don't know... but any Lucent business is NOT in the 60% growth rate in revenues they expect for FY00. Paul

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