Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 219.96

+0.6%

Dec 5 9:30 AM EST

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To: AHMAD AFTAB who wrote (3472)	3/28/1998 3:55:00 PM
From: Pierre	of 6317

I'm not sure JBIL and SANM track. As the box makers continue to feel margin pressure, you can do an "on the one hand, on the other hand" analysis of the impact on ECMs - but short term answer not at all clear. Why do you believe SANM will announce "blowout" earnings? I'm not being argumentative here. I appreciate your willingness to back up your prediction with analysis. I'm very concerned about this sector and how it will react in the next few months. Thanks for your input. Pierre

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