Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: patroller who wrote (5691)	11/30/2000 2:26:44 PM
From: Jane E.	Read Replies (1) \| Respond to of 6317

Patroller Thanks for the update. Wish I had money to buy more. Still have my shares from a few years ago, but always find days like this difficult just the same. Jane

To: patroller who wrote (5691)	11/30/2000 6:20:11 PM
From: OldAIMGuy	Respond to of 6317

Hi Patroller, You'd have been proud of me today. Spent a small fortune buying discounted JBL shares. I still have some cash left in case I need to "pump the brakes" in a skid! Best regards, Tom

To: patroller who wrote (5691)	12/17/2000 4:01:30 PM
From: patroller	Read Replies (1) \| Respond to of 6317

What are Jabil's prospects for the future, data claims that 75% of the industries growth comes from new outsourcing. Therefore a slow down should not effect 75% of Jabils growth. Now what about the existing products made for OEM's? We know that Jabil is very picky about what products they are willing to make, We know that some of those products are slowing at maybe 5-7% less than expected, however they all most likely are the OEM's bread and butter, cream of the crop so to speak. We also know that there are those OEM's that have allocated more manufacturing to Jabil as a result of the slow down . We also know that just two weeks ago John Chamber said the they expect 50% growth this year and that is Jabils biggest customer. So let us assume that Jabil is impacted somewhat will it mean no growth not likely. We'll it mean instead of 55% growth they will experience 40% maybe. What we do know is Jabil will grow earnings higher that almost every company to invest in on both the NYSE and the NAS.So our prospect for going higher are better than 99% of the market. Sounds pretty good to me. jmho Patroller

To: patroller who wrote (5691)	12/20/2000 2:20:56 PM
From: Sam	Read Replies (1) \| Respond to of 6317

Patroller, <<Jabil says that they will not be changing forward earning everything is still on track.>> Well, those were famous last words, written when GTW warned several weeks ago. They may not have told you about their miss, but they certainly told someone, as the stock steadily drifted from the 40s to 27 and change before their announcement yesterday. Below is a list of downgrades. None of them knew about this either. Yeah, right. Who was doing all the selling? Sam Jabil: Downgraded from Strong Buy to Buy - Thomas Weisel Downgraded from Strong Buy to Buy - Needham & Co Downgraded from Strong Buy to Accumulate - Prudential Downgraded from Recomm List to Mkt Outperform - Goldman Sachs Downgraded from Strong Buy to Buy - ING Barings Downgraded from Buy to Neutral - SG Cowen