Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 201.82

-5.7%

3:59 PM EST

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To: ccryder who wrote (5441)	12/14/1999 1:30:00 PM
From: BenYeung	of 6317

I have been just lurking around this thread and holding on to my shares for the last two years. JBL is one of the less flashy company in my portfolio, but definitely a solid performer. I am long on AMZN, PSIX, PMCS and CNCX right now and I am thinking of getting into EXDS and WCOM. PSIX, EXDS and WCOM (which owns UUNet) together owns a significant chunk of Internet backbone in edge and core of the Internet. I am not hot in the .COMs (most of them will die or be bought out next year) but I would like to buy more of the "bullet-making" companies in the Internet infrastructure (from ISP to fabless chip designer to CEMs) sector.

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