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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: kolo55 who wrote (962)12/13/1997 1:15:00 PM
From: rich evans  Read Replies (2) of 2542
 
I would agree that its a great buying opportunity. My problem is that I was fully invested and don't think its prudent to increase my margin so I had to sell to buy and sold some chemical and diode companies. Jabil should report well. Patroller on the JBIL thread posted a telephone call with JBIL IR which confirmed that JBIL doesn't make the products with inventory problems and should do well in 98 with Quantums tape storage. Wish I had kept some reserves.But who would have guessed?Maybe JBIL options are a good play?

Rich
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