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


To: patroller who wrote (5321)10/6/1999 9:19:00 PM
From: XPLAY  Respond to of 6317
 
Thank you patroller. I now own JBL, and lesser amounts of SLR. I always respect, and await your posts.

Tom



To: patroller who wrote (5321)10/6/1999 11:47:00 PM
From: Asymmetric  Read Replies (2) | Respond to of 6317
 
Patroller, Those Comparisons Are Mind-Blowing,
between the different ECMs and JBL and Flex (and
Cisco). Funny, nobody mentions gorilla and any
of the stocks in this sector. <g> ...but those
are gorilla type numbers these companies are
putting up, if you ask me. Any way, just a
reminder that the other possibility is always
Sanmina drops by 50% and Solectron loses 33%
of their values to match Jabil and Flextronics
price-to-sales! .........Nah.

Interesting post I saw over on Yahoo thread, by
sizeplayer, that Goldman Sachs came out a day or
so ago, and recommended investors be overweighted
in this sector. Nice to see the Wall St guru types
finally coming around to our way of thinking.
Everyone starting to recognize these companies are
in the sweet spot of their hyper-growth phase.

By the way - congratulations to Jabil. They either
matched their high for the year or set a new one
yesterday of 56 13/16.

Peter.




To: patroller who wrote (5321)10/7/1999 12:36:00 AM
From: Paul T Springer  Read Replies (2) | Respond to of 6317
 
Patroller,
> the big picture is very bright for the long term holders

I agree. I am long both JBL and FLEX, but the incredible growth has been due to out-sourcing. What should we watch for in the upcoming years to assure that the out-sourcing trend is still active? When this trend is complete, will we only provide a low-margin commodity?

Paul