Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 212.14

+1.0%

Dec 2 3:59 PM EST

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To: William Nelson who wrote (3462)	3/28/1998 12:26:00 AM
From: WTMHouston	Read Replies (1) of 6317

<<I don't think anyone's predicting a unit slowdown are they?>> I think that's exactly the effect of the current inventory oversupply. This thing is really starting to look a lot like the DD sector, but not quite as bad yet....all companies adding capacity, all companies warnings about the next couple quarters but saying that massive growth will continue after that...believe it when we see it, not when they promise it 6+ months out.....they couldn't even accurately predict 2 months ahead recently...why should their 6+ month predictions be any more reliable Here's my bet....I bet we hear more warnings from this sector before we hear good news of a recovery.... Looking out 2+ years, $30 will seem cheap at some point...but over the next 6-12 months, I'll bet there are better buying opportunities.. But heck, what do I know, I thought it would take off, or at least gap up, after the last earnings.... IMNWSO.... Troy

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