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


To: rich evans who wrote (5283)8/29/1999 7:50:00 PM
From: riposte  Read Replies (1) | Respond to of 6317
 
Re: What about?

Rich -

I know what you mean.

I held Jabil through the rough times last year,
and right through getting "even", whereupon I sold.
At that point, I bought Tellabs. Although I liked Jabil,
I couldn't think of a reason to own it, since compared to TLAB,
it had such a puny profit margin, but similar P/E and projected
growth rates.

Here are some numbers from Yahoo:

Company P/E Profit Margin Project 5 Yr Growth
___________________________________________________________
JBL 55.61 3.7% 29.2 %
TLAB 57.03 23.0% 29.2 %

I continue to watch JBL, and still contribute to this thread when
I can. However, I've still never been able to answer the
question "Why hold JBL?".

It seems quite risky compared to other options - and I'm not
(at all!) saying TLAB is the best alternative, or that JBL is the worst.

Have a good evening,

Steve