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 (5791)	4/21/2001 9:13:39 PM
From: rich evans	Read Replies (1) of 6317

Well, I guess I am the bullish contrarian here. Evidence , you want evidence. Well there is circumstantial evidence, I think. INTC report and cc about shipments resuming and Itanium due. MSFT report and call of bottom with WIND 2000 and XP shipping increasing. Calls of bottom by HWP and SANM.Stock market rebound. But I think you have to distinguish between computers and teledatacom. Computers seem to have started their rebound . Not so with Teledatacom which SANM said still has 8-16 weeks of inventory to digest. NT results and statements bad. But there are a lot of emerging telecom companies which all the CCs have talked about who will be using EMS companies exclusively and all the companies are talking about NPI as robust. No slow down i.e of Q/T. The FLEX and SCI call on Wed will be helpful in this great debate. But after weathering the storm, I would hate to get off the boat now. And if the next clouds are just a squall then "piece of cake." So I am going to "Hang in There." Have been increasing positons in SANM mostly. But am keeping 10% cash so don't have the spinaker up by no means. Not even the genoa. Just a working Jib. Thinking FLex will give good report based on Mid conference call, new business and "China". Stop the P3s. Rich

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