Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 218.16

+4.3%

3:59 PM EST

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To: OldAIMGuy who wrote (6155)	11/21/2002 10:58:32 PM
From: Asymmetric	Read Replies (1) of 6317

Tom, I sold a bunch of FLEX today. I sold some Flex at 10.30 today and sold some other stocks as well. I may have made a mistake there as two of the ones I sold were my asbestos stock plays: Sealed Air and United Industrial Corp (SEE & UIC). I had bought both recently after the election on the Republican theme of limitiing corporate liability, and Bush's well known dislike of liability attorneys. Plus they were damn cheap. The only short I put on today was adding to my BRKS short at 15.10. My short there is now the biggest position in my portfolio. After missing a projected consensus earnings loss of -.31 with an loss of -.45 before charges, and an actual loss of -$18.76/share WITH charges, the stock actually opened UP a buck and a half. Tell me that's not crazy and wierd! Regards, Peter.

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