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Technology Stocks : Jabil Circuit (JBL)

JBL 198.78

-0.8%

3:59 PM EST

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To: patroller who wrote (5103)	5/2/1999 2:00:00 PM
From: rich evans	Read Replies (1) of 6317

Patroller, you could well be right about SCI and probably are. I guess for both SCI and DIIG, I am seeing their relative lower valuations and changes occuring in their companies . For example King is leaving SCI and they are actively looking for more OEM acquisitions and trying to change their mix, so does this provide an investment opportunity similar to the changes and growth we saw in FLEX a couple of years ago. Same with DIIG which has now sold the last non-strategic division and is really concentrating on ECM and has bought global assets in Central Europe,Mexico,China etc. So do these companies have future JBL and FLEX potential for the future. And worth investing in at these lower valuations.Not advocating a change from JBL or switch . As Marks at FLex told Paul --A investment in a diversified group of the larger global ECM companies will in Marks opinion prove very rewarding over the next five years. Thanks for your "bluntness". The issue a guess is are things changing? Opinions differ a lot. See: Message 9266972. I can get too exuberant. Was their a Saint Exuberance in the 12 century? Rich

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