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

To: Asymmetric who wrote (6042)	6/21/2002 1:21:26 AM
From: patroller	Read Replies (1) \| Respond to of 6317

Peter and Rich every real indicator or fundamental speaks of a slow recovery, clearly we are headed in that direction but the boat is so big that it turns slowly, in reality we had a hardly noticeable recession. It was the inventory that had a ripple effect in the electronics sector that made things appear so drastic, now the OEMs can't come up with a model to project future growth and they darn sure don't want to buy unused parts so they tell their ECM just buy for flat growth for the next quarter and will let you know how it's going with our customers. So what's next, I'll tell you, shortages that's what's next, even a slight up turn in demand could start to raise the prices on material's in today's No so called inventory atmosphere. The world is running on empty and a little pick up is going to be a God send for earnings.Its only fear or greed that drives stock prices to extremes.History proves that fear or greed never got it right.What is governing , what is the driving force , what cause drives the real economy human opinion or the divine , good or bad ? What is the source of our supply and what is real supply,could it be good Ideas and not manufactored stuff? Think about it.<ggg> Patroller