Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 213.96

+1.4%

Nov 12 3:59 PM EST

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To: Judy Muldawer who wrote (5483)	2/10/2000 1:53:00 PM
From: rich evans	Read Replies (3) of 6317

I think we have all become fat, dumb and happy in the ECM world. But all the ECMs seem to be retracing today. SLR has dumped again from 85 to 77. At BHE cc they complained about component shortages again and said were starting to use the grey market. They specifically mentioned tantalum capacitors, flash memory, E-Progs, and now ceramic capacitors. They were 40 mill short on Revs too. Maybe this perceived problem is causing weakness. Who knows? Rich

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