Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 213.73

-0.6%

Nov 7 9:30 AM EST

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To: Asymmetric who wrote (5758)	1/21/2001 5:35:42 PM
From: rich evans	Read Replies (1) of 6317

Good article Peter. I think they will "do it". The question for us I guess is "How much is this growth worth?" Which implies another of how long will it last? It seems like there has been somewhat of a PE compression but JBL has rebounded well and still deserves a premium but maybe not what it was getting when it was in the 60s.SANM has a pretty good premium right now too but I don't sell it. I am very long JBL right now having loaded up a lot in the low 20s. On all the ECM cc's , the CEOs are emphasizing that their company/industry is recession proof due to increased outsourcing.Hope they are right but the Mr. Market still punishes ECMs a lot based on OEM performance and any quarterly transition hiccups/changes/ramps etc as we saw with both JBL and SCI.M. Marks was more of a "salesman" on FLEX stock price and future performance then I had ever recalled. This is not a bad think IMO. Rich

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