Jabil Circuit (JBL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Jabil Circuit (JBL)

JBL 219.06

+2.5%

1:35 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rich evans who wrote (5734)	12/20/2000 6:33:50 PM
From: Michael H	Read Replies (2) of 6317

Rich, thanks for your thoughts. I don't intend to sell JBL at this price. I just wonder how they predict a 33% growth in Q3 - 2 quarters away. Seems a little hopeful to me. Rumors of an aquisition have been out for at least three month and did not materialize yet. Slowdown in Q2 is due to fewer business days in the quarter. At the moment I am a little more concerned about my FLEX holdings (far bigger than JBL, I see both as LTB&H). FLEX went down 15% today out of sympathy. It is unlikely to recover by itself soon and any bad news in their earnings report will move the price further down. SANM went down sharply in the last days as well in spite of being in a slightly different segment. The market values at the moment only relative to yesterdays price and todays news and not based on any fundamentals. I just start to wonder where the market will turn, but I am confident that the upturn will be violent for a couple of now heavily undervalued stocks (not for the still triple digit P/E, double digit PSR stocks). Michael

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next