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

To: ccryder who wrote (5441)	12/14/1999 1:30:00 PM
From: BenYeung	Respond to of 6317

I have been just lurking around this thread and holding on to my shares for the last two years. JBL is one of the less flashy company in my portfolio, but definitely a solid performer. I am long on AMZN, PSIX, PMCS and CNCX right now and I am thinking of getting into EXDS and WCOM. PSIX, EXDS and WCOM (which owns UUNet) together owns a significant chunk of Internet backbone in edge and core of the Internet. I am not hot in the .COMs (most of them will die or be bought out next year) but I would like to buy more of the "bullet-making" companies in the Internet infrastructure (from ISP to fabless chip designer to CEMs) sector.

To: ccryder who wrote (5441)	12/15/1999 11:21:00 PM
From: WTMHouston	Read Replies (1) \| Respond to of 6317

Hey, I resemble that remark, but I think I sold at $32 at least one split ago. Looks like there may be a buying opportunity now or soon (after earnings) since shortfalls in overall ECM, if they spill over to JBL, will likely be completely priced in soon, if not already. Troy PS - The recent price drop does look like a buying opportunity, but my big hit in JBL (actually, I think it was JBIL), was holding through earnings -- just can't bring myself to do it again.