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Technology Stocks : Jabil Circuit (JBL)
JBL 196.60+2.1%Nov 21 9:30 AM EST

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To: David E. Henry who wrote (2315)12/19/1997 8:01:00 AM
From: Tom Latham  Read Replies (1) of 6317
 
Your comment is "hold tight" and I hope people do. This ASIA thing is going to be a copout for every company that has a penny shortfall thru ASIA realism or any other reason and the media IS NOT GOING TO LET UP ON THIS because it sells them to the public as a media source. Hanging on as a long.
**** Doc.,,,, thanks for this, this a MUST READ they are VERY BULLISH.
** re earning statement ... their tax rate looks high and has been continually, but they are wading thru this ** expansion in MEXICO... KEMET is moving some operations to MEX an says it saving about 2 dollars per man hour involved in production. Increase in margins could be expected after this.
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