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Technology Stocks : Jabil Circuit (JBL)
JBL 201.82-5.7%Nov 13 3:59 PM EST

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To: solderman.com who wrote (2080)12/13/1997 8:45:00 PM
From: patroller  Read Replies (1) of 6317
 
Richard you make some very good point's some I can't answer,like valuation's near term your guess is as good as mine.However any company that grow's their earning's at 30=50% a year will be in demand .I think you will agree,that sometime during that time they will get a forward PE of 30-40 time's.I agree that the jury is still out on the ecm sector ,in two or three day's we will know alot more,having said that I'am not the lone bull,you and I have readed many report's and artical's an their saying the same thing as I.What I do believe is the street has it wrong so does Jim Savage @ Alex Brown his 12 month price target is 85 buck's unchanged from oct.Yesterday SANM had their target raise to 120 buck and it went down 10 buck's only to recover and close down 5 buck's.Reguarding my investment's I do own a lot of jabil and I traded it,according to the market,bought sold shorted the box wrote call's about everyting you can think of,all in all I own 30% more than I did when it was at 72,yes I have lost a lot of paper money.Anyway thank's for your concern.Having said all of the above I stand by every think I have said.patroller
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