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

To: patroller who wrote (5249)	8/12/1999 10:55:00 PM
From: Sam	Read Replies (1) \| Respond to of 6317

Hey Patroller, Well, that's assuming that Jabil's margins are the same as Cisco and HWP's margins, which I don't think is the case, especially on things like printer cartridges, but still I take your point, thanks for pep talk. I have to say, though, that I had to sell a little of Jabil and Flex a couple of months ago, the market just got too crazy for me, I was going away on a 3 week vacation where I wouldn't be able to be in touch, and felt like I had to raise some cash, so I sold mostly some of my big winners (along with a loser or two to balance), including those two--for which I have to say again, I am indebted to you and a few others on these ECM threads for convincing me to buy last year. It helped turn what would have otherwise been a fairly dismal flat to down year at best into a pretty good one. However, I am maintaining a small core position in each, and will be back in at some point in the next few months, I would guess, unless some of the other stocks I follow start selling at or below cash value again like they did last year in which case I would have no choice but to buy them instead. Best wishes, Sam

To: patroller who wrote (5249)	8/16/1999 7:23:00 PM
From: Sam	Read Replies (1) \| Respond to of 6317

Hey, Patroller, You're impressed with Cisco, I'm impressed with HWP, announced some terrific earnings and revenue growth today, here is an excerpt from their report: Printing and Imaging There was double-digit revenue growth in HP's printing and imaging businesses compared with the year-ago quarter. HP's laser-imaging business experienced strong revenue growth compared to last year's third quarter, driven by strength in color printers, supplies and scanners. Color LaserJet printer growth was fueled by growth in the Workgroup Color category and continued good market acceptance of the new Department Color category. Supplies' revenue growth was driven by a growing installed base and good market-share performance, particularly in Europe. Scanners continued to experience excellent growth. The inkjet-imaging business posted strong revenue growth, driven, in part, by the ongoing strength of supplies. Additionally, printer shipments reached the highest unit growth rates in three years. The introduction of the DeskJet 610 and DeskJet 810 strengthened the industry-leading lineup of HP DeskJet 700 and 800 series printers. Good shipments of the HP 2500C Professional Series color printer reflect the solid market acceptance of this printer in the office environment.>> So, tell me again, which one of these does Jabil make, I forget details like this, I know I can depend on you to remember these things. Didn't help JBL much today, I have to say, I'm kind of puzzled at their relative weakness, compared to other ECM stocks. Should be only a matter of time before they take off again, I'm guessing. Best, Sam