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

To: patroller who wrote (5857)	9/19/2001 2:36:44 PM
From: Robert G. Harrell	Respond to of 6317

Hi Patroller Have you bought back into either JBL or FLEX yet? How low do you think they will go? JBL seems to at least temporarily have leveled off around 14.50. Flex is testing it right now. I don't buy the idea that the airline problems will hurt the ECMs. I doubt the air freight companies will cut back their flights very much. Best regards, Bob

To: patroller who wrote (5857)	9/19/2001 6:16:18 PM
From: rich evans	Respond to of 6317

Patroller, SLR reported next Quarter (1) for them about 10% down in revs. They see no pick up in business across the board with telecom the worst.But then not declining either. Next year they guided only to 16-18bill versus 19 bill this year in revs. I don't buy their guidance at all. FLEX is saying 2002 should be great with more outsourcing. Susan Wang of SLR sole job is new business develop. Their guidance does not include any new business /outsourcing or the resent acquisition. Nevertheless , I think it put a damper on the industry. Hopefully, JBL will be more positive . Rich

To: patroller who wrote (5857)	9/19/2001 10:26:24 PM
From: Asymmetric	Read Replies (2) \| Respond to of 6317

Patroller, Do you feel the time warp? Don't know about you, but it almost feels to me like the intervening 8 years of the Clinton administration never even happened. Bush Sr was fighting to keep the nation out of a recession and we were/had been fighting in the Gulf...which is where we are headed once again...just some weird thoughts. Anyway - as you know (hopefully), I tend to take devil's advocate positions, at least on the internet anyway. If there are possible problems out there, lets talk about them. It's my way of exorcising the "demons", and assessing possible risk before undertaking action one way or another. The corollary, is I don't tend to post much when things are going well, because well.....things are going well and there's a life to live, a life which seems all the more precious to each of us given the traumatic and tragic events that happened last week in New York. The upside tends to take care of itself, and that is the essence generally of a buy-and-hold approach...which incidentally, I find myself doing very little of lately. If profits present themselves, I take them. If stop loss limits get hit, I get out. Despite the stomach churning drop in both the Dow and the Nasdaq, I bought yet more stock today. My belief is the Federal Reserve and the Bush Administration want to make both an economic And a politcal statement focusing here in the stock market itself that terrorism might shake the markets, but we are bigger and stronger than that, and we will come back. Obviously over the long run, the economy and corporate profits will underpin how well the stock market performs. But for now, I'm betting with Greenspan, O'Neill, etc. that they will engineer a market comeback over the near term...I think those are the two bets right now - the other being do you bet on the side of a rapidly deteriorating economy. The economy wins in the long run. In the short run we are extremely oversold, the world is being flooded with money, and I continue to buy. Regards and Good Luck, Peter.