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

To: rich evans who wrote (5667)10/10/2000 7:41:12 PM
From: Asymmetric  Read Replies (1) | Respond to of 6317
 
This Has Been a Tough Drop,

Portfolio has been running in the red now several
days in a row. Was fortunate in that I made determined
effort to raise a little cash about 1 month ago,
otherwise the hemorraghing would be unbearable.
Personally, I wouldn't touch SCI right now.
Their exposure to PC sector is 40% of revenues,
from what I read in CSFB. Don't think Jabil, or
Nasdaq for that matter have bottomed quite yet.
Flex starting to look somewhat interesting as
well. IMHO, we go lower still, as tech/Nasdaq
leaders starting to weaken here as well.
Personally I'm still holding some dry powder.

Regards, Peter.



To: rich evans who wrote (5667)10/19/2000 12:12:15 PM
From: patroller  Read Replies (2) | Respond to of 6317
 
Rich
This is a little late its just that we already knew what would happen,just as before the market catches on that the Ecm sector is alive and well.By the way we should hook up for some skiing this winter.Remember the truth destroys a lie,Good overcomes evil,gratitude cures disappointment and above all God cast out all fear. Oh yea don't forget to wax your ski"s you going to need it to keep up<ggg>.Patroller


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