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

To: patroller who wrote (5505)	3/11/2000 12:36:00 AM
From: WTMHouston	Read Replies (1) \| Respond to of 6317

Nice move for JBL...... No comparison intended, but SILI is going bonkers.... Up +75% this week and still trading at less than 30x this years probable EPS of $4.80 or so with a growth rate of three to four times that. I was only half-serious half-kidding when I chose it as the "pay for college" pick on this thread a few months ago. It's moving into the range of a retirement pick!!! I never imagined that I could have a 10 bagger that would still be undervalued or still be considered a "value" relative to its peers and to its growth rate. To get it slightly back on topic, the growth in semi's has to be good news for JBL as well. Saw an article the other day that semi sales worldwide in Jan were 33% above Jan 1999. NSM reported that this was only the second time in their history that this Q's (ending Jan, I think) earnings grew sequentially over the prior Q. Few, if any, of these companies have the internal capacity to keep up with the demand and most, if not all, have been looking to contract companies like JBL. It has been a GREAT week and a FABULOUS month. Troy