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

To: patroller who wrote (5386)	11/28/1999 5:06:00 PM
From: Creditman	Read Replies (1) \| Respond to of 6317

I'm here! Richer. In fact just got back from looking at new Jeeps thanks in part to you, Patroller!

To: patroller who wrote (5386)	11/28/1999 5:49:00 PM
From: Paul T Springer	Respond to of 6317

Still here. Long on Flex, Jbl, and Sanm. Out of ACTM and CMCI a while back to grab some Qcom. Paul

To: patroller who wrote (5386)	11/28/1999 10:33:00 PM
From: Sam	Read Replies (1) \| Respond to of 6317

I'm still long Jabil and Flex, though unhappily not enough Flex, sold most of it in the mid/high 50s, typically outsmarting myself, though I did buy more JBL with some of the proceeds at 40 and change. Was looking at Dii when it got gobbled up. Not fast enough. Waiting for a pullback to buy again (famous last words).

To: patroller who wrote (5386)	11/29/1999 6:56:00 AM
From: OldAIMGuy	Respond to of 6317

Hi Patroller, Present, but not feeling any need to make presence felt! Been enjoying net worth build-up quietly. Sold a few shares (5%) in fiduciary account, personal account is simmering along. Best regards, Tom

To: patroller who wrote (5386)	11/29/1999 11:35:00 AM
From: Robert G. Harrell	Read Replies (1) \| Respond to of 6317

Hi Patroller. I bought my shares back at 66 1/2 and then added 50% more at 64 1/8. They obviously weren't going to come back close to 45 where I stopped out. Last week I joined the not so exclusive anymore millionaires club thanks in no small part to my JBL, FLEX and DIIG holdings which are a direct result of the great posts by you and others on the ECM threads. Last night at church, a contractor friend of mine said he can't keep his mind on anything but how well his stock portfolio is doing. One of his successes is JBL which I encouraged him to buy last winter (along with SLR and FLEX which he unfortunately didn't buy.) Best regards. Bob

To: patroller who wrote (5386)	11/29/1999 7:39:00 PM
From: marbil	Respond to of 6317

hi patroller, still here after lurking for 3 yrs. i want to thank you for your posts. i have retired 7 yrs early thanks to jbl, and yours and others sound advise. long jbl,flex.

To: patroller who wrote (5386)	11/30/1999 11:53:00 PM
From: kolo55	Read Replies (1) \| Respond to of 6317

Still alive and holding as much JBL/FLEX/DIIG as ever. Right now JBL is my largest money position in the EMS sector. I haven't been posting much lately. I just don't have the time to waste on some people who only seem to suck out energy from the threads, so I have temporarily suspended posting until I can invest the time to take back our threads from the know-it-all who has taken over the ECM thread. Also, as you know, and we have discussed, there is a very effective trading strategy in this sector, which I have been following this year with extraordinary success. But it does require constant attention, and so isn't for everyone. I hesitate to discuss it because since the last time I hinted around it, I have been hounded for six months across at least five SI threads. Back to Jabil... I think the earnings report coming up in December should be very interesting, and we will get more on GET, and perhaps hear of an acquisition or major new customer. Will they mention Lucent this conference call? I don't know... but any Lucent business is NOT in the 60% growth rate in revenues they expect for FY00. Paul

To: patroller who wrote (5386)	12/1/1999 11:35:00 AM
From: rich evans	Read Replies (1) \| Respond to of 6317

ECM threads are quiet but I guess most of us are still around including me.JBL largest holding followed by FLEX/DIIG. Made the mistake of thinking BHE-AVEX deal would be a winner and increase valuation. Guess I followed Keith Dunnes ideas. Anyway I am a member of another class action .( Remember ACTM ) Maybe I have a skill at finding hidden mines. Continue to worry about the high valuations and wouldn't mind a pull back for a buying opportunity. Can't figure JBLs need for so much money but it is a shelf registration so will probably take it down in increments as the need arises and shows growth expectations. Also worry about tech directions and whether ECMs are equipped to make optical type machines. Have made a nice return on SCI as bought in the 30s and low 40s after listening to CCs awhile back. I agree with someone who indicated that ECMs are like mutual funds in the tech companies and the best tech companies go with the best ECMS so that is where to be plus the outsourcing growth. But long term when outsourcing increases start slowing down and plateaus at whatever percentage is going to be the natural ongoing amount, and we have several 25 billion dollar companies I worry that the growth will retreat to the natural growth in the products themselves with a reduction in PEs. /s/ Worrywort- Alias Rich