Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 213.96

+1.4%

3:59 PM EST

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To: Robert G. Harrell who wrote (5489)	3/5/2000 4:56:00 PM
From: WTMHouston	of 6317

OT - Bob: <<I knew about VSH and it's performance so I guess it's no surprise that the market is well on top of this opportunity.>> The market may not have been so on top of the opportunity, at least in VSH. (The market is sure not on top of it in SILI either). biz.yahoo.com rd.yahoo.com*http://cbs.marketwatch.com/archive/20000303/news/current/earningswatch.htx?source=blq/yhoo&dist=yhoo messages.yahoo.com VSH was up last week from a low of $38 and change on Monday to $51 3/8 on Friday, to a new 52 week high. (I got lucky and bought options on Monday with it at $38 3/4). SILI, which makes the components that ML focused on and contributes over 50% of VSH net, was down for the week (normal post split shake out) and is off around 15% of its all time high. It is still amazing that SILI is trading at less than 20x likely FY2000 earnings and is growing at better than four times that rate. Troy

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