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

To: patroller who wrote (6028)	6/10/2002 12:16:38 PM
From: rich evans	Read Replies (1) \| Respond to of 6317

Hi Patroller. It seems that FLEX said that they are going to follow Jabils lead and improve margins and get profitable at these run rates. SLR with their 7.2 SGA seems to be waiting for a recovery and increased revs. SANM is somewhere inbetween. New business/outsourcing seems to replace lost revs and not give us the growth we expected. Rich

To: patroller who wrote (6028)	6/15/2002 3:27:19 PM
From: Asymmetric	Read Replies (1) \| Respond to of 6317

Patroller, Market Still Looks Very Shaky to Me. Economy, too. Equity money flows still show the money's going in the wrong direction. The week prior, $5.8 billion got yanked out of stock funds. Europeans have been selling as well. To do well in this market you have to turn your beliefs upside down...in the discrepancy you point out, between JBL & FLEX, instead of hedging a long on Flex with a short on JBL, you'd be better off shorting JBL and hedging it with a long on Flex, or some other EMS. Flex was once the darling on Wall St. Now, in all Wall St.'s fickleness, it's treated like a pariah. Actually, come to think of it, it's got a lot of company there! Good luck to all. Regard, Peter.