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Technology Stocks : Jabil Circuit (JBL) -- Ignore unavailable to you. Want to Upgrade?

To: rich evans who wrote (5158)	6/15/1999 6:36:00 PM
From: patroller	Read Replies (3) \| Respond to of 6317

Rich Iam a buyer in the morning if it opens below 50,all they said was that there would a delay that might last 1 week at the worst case 6 weeks and that what they used is the worst case.If it last a week it would only cost a 1/4 of a pennny,other wise they picked up lucent and three other new customers ,they also said the next twelve months would exceed their previous est.,this is way over done.patroller

To: rich evans who wrote (5158)	6/15/1999 8:28:00 PM
From: patroller	Read Replies (4) \| Respond to of 6317

Well guys. Here is the way I see this, Jbl said there could be a one-week to six-week delay, but also says it may be just a week they said that a few -times, sense they just found out about it last week, they decided to give the street the worst-case scenario being six-week, enough said. They further announced electronics for imaging, lucent has two new customers, what we don't know is how big are there contracts, this is being discussed behind closed doors, with the analyst. They also expressed that they would exceed their 30 percent annual growth gold in the year 2000, by how much we don't know, this is being discussed also behind closed doors with the analyst. What do we, know we know that business is much better than was previously expected going forward, we know that Jbl has picked up four new customers, two of which are prized customers, we all can expect growth to continue in excess of a 30 percent growth rate, we also can expect a loss of 1/2 a cent to 3 cents due to the customers designed deficiency not jbl. I think it is fair to say that if the stock is down in the morning there will be lots of willing buyers including me. Now you might think that the stock is dead money for a month, maybe, but what if it is discovered that the designed problems were remedied in a week, and what if Jbl announces an acquisition maybe two. This delay will be long forgotten soon and the opportunity to buy at a discount will be thought of joyously by those who bought. A lot of good to all. pontroller