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

To: Asymmetric who wrote (5817)	8/13/2001 7:42:01 AM
From: OldAIMGuy	Read Replies (1) \| Respond to of 6317

Good morning Peter, The late '60s also has its share of over-confidence and we saw the results during the '70s. What's also interesting is that companies involved in the telecom equipment business have always had to deal with huge business cycles. The Telecoms are buying or they're not. They move as their own herd. CSCO should have studied DSC Communications' business history if they wanted to see what was going to happen. Lucent's history was shrouded by ATT until it was spun off, so nobody really understood it was part of this same boom/bust cycle. Well, now that they've been 'busted' there's always the next 'boom' to look forward to! Best regards, Tom

To: Asymmetric who wrote (5817)	8/21/2001 12:55:31 AM
From: patroller	Read Replies (2) \| Respond to of 6317

Peter Jim Savage says jabil top pick ,that he expects 50% run rate growth for the next 18 monrh's , also said jabil landed 5 new customer's one of which is nokia ,he added that marconi is giving jabil new programs in excess of their first deal. Hwp biz is rock solid but they are losing dell note book bis over a period of time. Jim said the drop in price is unwarrented.he added that he expects jabil to profit with added biz from csco hwp and others Ps Jim is the only one of these guy I trust. Patroller