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

To: Asymmetric who wrote (5319)	10/4/1999 11:02:00 PM
From: patroller	Respond to of 6317

I think we have a run here ,and then the dow should double bottom,ecm's will hold their own and then were off to a long upward trend thru march. jmho patroller ps. the big picture is the best one.

To: Asymmetric who wrote (5319)	10/6/1999 9:09:00 PM
From: patroller	Read Replies (3) \| Respond to of 6317

The big question is now that we have climb back to our june high,what is a fair price for our favorite Ecm,lots of way to look at it,here is one that is being discussed about the price being paid for and oem purchase of 2 times rev's for biz growing at about 14% with 3- 3.5% margins .CSCO trade's at 17 time's rev's (market cap) of course they have higher margins,but they aren't growing as fast, the internet stocks trade at 18 time's rev's.Lets see what our industry will bear slr at about 3 times ,sanm at 4 times rev's jabil and flex at about 2times.So I would say that jabil and flex should trade at 3-3 1/2 times rev's.Just another way to say that we are very undervalued,today jabil should trade at 87 buck's and flex at 100 plus,further they are growing rev's at 65%A YEAR,the big picture is very bright for the long term holders.patroller