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: patroller who wrote (4441)	8/6/1998 6:39:00 PM
From: Asymmetric	Read Replies (2) of 6317

Very nice move in Solectron today (+4). With SCI Systems falling out of favor, Jabil being in the dog house for a year now, and Flextronics still somewhat of an unknown on Wall St (at least that's my take), Solectron is clearly the institutional favorite and proxy for a play in this sector right now. So when they do well, the rest of the stocks in the sector should get a bit a carry from their coattail. Looking over the options again, I saw some Dec 30 calls go for 6 1/4. So I'm feeling pretty good still about the trade I made yesterday. One way I look at it is that for the extra 1/8 I paid, I get an additional three months of play. Peter.

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