Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 218.17

+4.3%

Nov 5 3:59 PM EST

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To: rich evans who wrote (6025)	6/6/2002 7:03:05 AM
From: OldAIMGuy	of 6317

Hi Rich, THanks for the CC FLEX review. We can only speculate on what is going on inside JBL right now. There's been some news about acquisitions as you've seen, but if it only does "replacement" business like you've seen in FLEX, that doesn't do us much good. I've not checked short sales on JBL for quite a while. I have a site for NASDAQ stocks, but not for NYSE. Anyone know where we might find such data? Inside buying and selling has been a pretty good clue in the past with JBL. Unfortunately, we usually get that data rather late to be used effectively. We saw retrospectively that JBL management had been lessening their holdings at past peaks. They also have responded when the share price has been "low" relative to coming business growth. I specifically remember the late '98 period when Asia was in such a rut. JBL managers were accumulating shares and explaining on CNBC that recession in the far East didn't really mean bad news for them, since that wasn't their market, but their source of supply for their real markets. It would be nice to have that sort of window of information open again today. This time around their market has also been in recession. This time inside buying would be meaningful again. Best regards, Tom

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