Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 219.27

+2.6%

Nov 10 3:59 PM EST

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To: rich evans who wrote (5667)	10/10/2000 7:41:12 PM
From: Asymmetric	Read Replies (1) of 6317

This Has Been a Tough Drop, Portfolio has been running in the red now several days in a row. Was fortunate in that I made determined effort to raise a little cash about 1 month ago, otherwise the hemorraghing would be unbearable. Personally, I wouldn't touch SCI right now. Their exposure to PC sector is 40% of revenues, from what I read in CSFB. Don't think Jabil, or Nasdaq for that matter have bottomed quite yet. Flex starting to look somewhat interesting as well. IMHO, we go lower still, as tech/Nasdaq leaders starting to weaken here as well. Personally I'm still holding some dry powder. Regards, Peter.

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