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

To: rich evans who wrote (5329)	10/7/1999 7:50:00 PM
From: Nevin S.	Respond to of 6317

Yeah, it doesn't matter that the PSR's of SANM and SLR are 1 1/2 times the PSR of JBL, the step child of the industry gets whacked again.... go to your room.

To: rich evans who wrote (5329)	10/7/1999 8:07:00 PM
From: kolo55	Read Replies (1) \| Respond to of 6317

Keith Dunne dun it again. Robertson Stephens even issued a press release downgrading Jabil! Wow, talk about adding insult to injury. But it is great that they get their reasoning out in the public eye. I find his valuation comparison interesting, but offbase. He is going just on visible numbers... whereas the new Dell contract is going to be much bigger than expected, and Lucent isn't even in the mix yet. The really interesting thing, is Jabil was the first EMS company that I saw checking and commenting publicly on component supply after the Taiwan earthquake. They seemed more on top of this problem than the others. And now they are singled out by Dunne for downgrading, when there is a far more likely candidate, based on this reasoning. SCI with their heavy PC exposure, and who also carries a Buy recommendation, should be more exposed to the problem Dunne mentions. But we needed to scare some of the mo traders out of the stock. In the long run this will be healthy for the stock. Interesting that Dunne picks a big down day for the SOX to do it. I never quite understood why JBL tracks short term moves in the Semiconductor Index, but it does. Paul

To: rich evans who wrote (5329)	10/7/1999 8:31:00 PM
From: Asymmetric	Read Replies (1) \| Respond to of 6317

This is another Dunne Deal!! Damage not so bad this time around. Methinks institutions are getting tired of Dunne trying to tack Jabil's boat this way and that to try to catch the small shifts in wind patterns that he equates to changes in PE. For those who want to micro-manage their portfolios, then by all means, follow what the man says. For those who keep their eyes on the big picture, then by all means stay steady at the wheel, as he is making a valuation call here, not a "the story has changed" call. Whatever is going on between Keithe Dunne and Jabil is strange. Maybe I'm missing something, but I don't see or remember him making these kinds of calls on the other ECMs. Maybe someone in Jabil's investor relations dept can provide some insight. Either that or maybe someone on this thread pissed him off. Peter.