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Technology Stocks : Jabil Circuit (JBL)
JBL 201.800.0%Nov 14 9:30 AM EST

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To: Fenton White who wrote (2114)12/15/1997 2:13:00 PM
From: prakash  Read Replies (1) of 6317
 
>CPQ makes its own market and can shop down its components to protect margins. Unit sales are expected to slow.

Exactly my point! You could have picked any tech stock and shorted it in today's market. I never saw one valid argument from you why JBIL is a bad stock to own or why it should be shorted. You picked the right timing and ONE tech stock. If you had mentioned one word about order slowdown or asian crisis as a basis for your theory, you do deserve all the respect you deserve.

Prakash
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