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Technology Stocks : Jabil Circuit (JBL)
JBL 211.00-3.8%3:59 PM EST

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To: patroller who wrote (5611)7/8/2000 6:02:28 PM
From: Gopher Broke  Read Replies (2) of 6317
 
when things slow down (economy, semi's)the outsourcing just kicks into a higher gear

Chip manufacturing slows, computer systems sales slow, but motherboard manufacturing booms? If Cisco sells less switches they are going to want to stock up on cards from Jabil? That doesn't make a lot of sense to me.

Fortunately I don't actually think the boom is over, and I will be holding my Jabil for a while yet, but you have not convinced me not to sell when I see signs of a tech slowdown.
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