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Technology Stocks : Jabil Circuit (JBL)
JBL 220.89-0.3%Oct 31 9:30 AM EST

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To: OldAIMGuy who wrote (6295)1/28/2006 4:28:41 PM
From: Asymmetric   of 6317
 
congrats, tom.

I'm playing portalplayer (PLAY) and nektar therapeutics (NKTR)
which just got approval friday after market close for inhalable
insulin. It's been all over the news. For some reason it
dipped on Friday and i was able to pick up a second lot with a
below market limit order of 20 and change. :-]

PLAY is at the beginning of a big growth phase and should do well
throughout the year. It's chips are in the apple ipod, and it
did the overall hardware design is my understanding. Also out
with a 2nd platform called PREFACE which will go into notebook
laptops which they are working with microsoft on. They blew
away earnings estimates on Thursday. IPOD is just a huge
cultural phenomenon and they are looking for sales to double
there by year end for IPOD type devices. PREFACE also
predicted to be in one-half of all notebooks by 2008. As you
can tell, i'm very, very bullish on this one. PE still
reasonable on absolute, and relative to growth basis.

Though pfizer getting most of the press - inhalable insulin
being called the biggest advance for diabetics since 1922 with
the invention of insulin, Nektar is actually the company behind
the compound (kinda like Apple's IPOD and portalplayer).

As always, your timing has always been excellent. Nothing ever
wrong with ringing the cash register. Monster move indeed and
glad you caught it. This is going to be a good year for tech.

By the way - price target for Jabil is $44 via brokerage firm.

A.
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