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Technology Stocks : Jabil Circuit (JBL)
JBL 220.26-0.3%3:59 PM EST

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To: OldAIMGuy who wrote (6229)9/15/2003 5:11:59 PM
From: Asymmetric  Read Replies (1) of 6317
 
>Just dumb luck, I guess.

Hi Tom. Well, to me, always better to be lucky than smart.

Economy seems to be building up a head of steam here.
Of course the caveat is that half of last quarter's GDP
growth was due to increased military spending.

Trimtabs notes retail investors still shifting out of bonds
and into stocks. Hope they don't get clobbered again.
With the huge gains in the market so far, hard to see
how the market has that much farther to run. Of course,
I said this to myself last month in August, and then
before that in July, and then before that in June....

I tell you one area I really, really, screwed up in was
in the Chinese Internet stocks. I looked at them in the
spring and decided to pass on them because many of
them were already up 50%. Wish I knew then what I know
now, that those stocks were just getting started.
Wish I had been dumb enough to just throw a little
money over in that sector!

Peter.
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