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Technology Stocks : Jabil Circuit (JBL)
JBL 201.82-5.7%Nov 13 3:59 PM EST
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To: patroller who wrote (5386)12/1/1999 11:35:00 AM
From: rich evans  Read Replies (1) of 6317
 
ECM threads are quiet but I guess most of us are still around including me.JBL largest holding followed by FLEX/DIIG. Made the mistake of thinking BHE-AVEX deal would be a winner and increase valuation. Guess I followed Keith Dunnes ideas. Anyway I am a member of another class action .( Remember ACTM ) Maybe I have a skill at finding hidden mines. Continue to worry about the high valuations and wouldn't mind a pull back for a buying opportunity. Can't figure JBLs need for so much money but it is a shelf registration so will probably take it down in increments as the need arises and shows growth expectations. Also worry about tech directions and whether ECMs are equipped to make optical type machines. Have made a nice return on SCI as bought in the 30s and low 40s after listening to CCs awhile back. I agree with someone who indicated that ECMs are like mutual funds in the tech companies and the best tech companies go with the best ECMS so that is where to be plus the outsourcing growth. But long term when outsourcing increases start slowing down and plateaus at whatever percentage is going to be the natural ongoing amount, and we have several 25 billion dollar companies I worry that the growth will retreat to the natural growth in the products themselves with a reduction in PEs.

/s/ Worrywort- Alias Rich
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