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

To: Asymmetric who wrote (5666)	10/10/2000 7:20:03 PM
From: rich evans	Read Replies (2) \| Respond to of 6317

I guess it is time to hear from Patroller as we all wonder.Historically the top tier ECMs sold for 35-40 PE so I guess we are not that far in the dumps but still it seems lke the drop was tough. I guess the question is will greed or fear rule. I am looking over everything right now and am going to try and let greed rule and even go on margin and sell some puts. I think SCI looks cheapest but JBL ain't that bad either.Maybe we could get some comments going with the old group at this time as it seems like an opportune time. Rick

To: Asymmetric who wrote (5666)	10/11/2000 7:30:45 AM
From: OldAIMGuy	Read Replies (1) \| Respond to of 6317

Good morning PQ, Well, it's been a very long struggle to get JBL's price to trip my GTC order, but it happened yesterday. Peculiar though was the way the order filled. It's been in place for probably a month or so, and wasn't that large an order as to upset anyone. However, it filled in two pieces. Half came at my Limit price of $43-5/8 while the other half came at $43-1/2. I quizzed my broker as to time of execution and he indicated he thought it happened in the afternoon. Most of the time if I have something like this happen it's with a early morning break-down in price. Well, I wasn't in the office, so don't know. Maybe I'll look at the short span graph of JBL for yesterday and see if I can devine something. Anyway, I'm glad to have a few more shares in inventory. Best regards, Tom