Jabil Circuit (JBL) Message Board

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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: OldAIMGuy who wrote (2849)	3/5/1998 8:01:00 AM
From: Dr. Doktor	Read Replies (1) of 6317

For those thinking of jumping into the techs on today's weakness I'd think twice. INTC's warning this time is very different than previous warnings. They are seeing broad based decline in all product lines and in all geographies. We are seeing the beginnings of a paradigm shift in the tech industry away from faster processer speeds and towards greater bandwidth. JBIL will most likely suffer in the short term but long term, they are well positioned for the coming shift. We are in the earnings warning season (just beginning) and I expect if INTC is seeing weakness many others will be warning in the coming weeks. I'd wait a bit, you'll be able to pick up some great bargains in the near future. I have been buying puts on INTC, MU, DELL and AMAT in the past week. Regards, DOK

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