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: patroller who wrote (5677)	10/19/2000 2:36:29 PM
From: rich evans	of 6317

Ahmen, Brother. I couldn't agree with you more. The past month I thought I was living in some surreal land with all the baloney being spread around. Here is a post I made yesterday on the Wind River Thread: I think this slowdown stuff is false spin. ATSN , a power supply company just reported and said it was going full bore, the component shortages especially in passive components was continuing with no end in sight. Drams are a little less tight but still bought on the spot market at times, Growth is being held down by inadequate supply more then demand, about 10% was tje figure given.ATSN is using contract manufacturers to fulfill committments, backlog and orders mean they have no capcity for turns business. ECM companies also going full bore. Listen to FLEX CC tomorrow i.e. to get a good read. Intel reported fine. Sure their is always transition disruptions like going to new cell phone designs, european vacations,etc which effect one quarter but I think this is a great time to be buying .The lily ponds are blosseming all over the place IMO. Rich PS. I am looking at Idaho for this Feb during President Day winter Break.

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