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Non-Tech : Any info about Iomega (IOM)? -- Ignore unavailable to you. Want to Upgrade?

To: KM who wrote (38718)	12/6/1997 8:47:00 PM
From: Ken Pomaranski	Respond to of 58324

OT: I love the fundamentals on both JBIL and SMOD. But they both take a good stomach to play around with. JBIL is incredibly cheap compared to the opportunities that are out there. Almost every company now (including mine, HWP) is aggressively outsourcing board design, fab, and box manufacture. JBIL is a first class operation, and I know that from first hand experience. They are capacity constrained, and turning business away because they cannot grow fast enough! It is VERY, VERY important to invest only in the big players in this group, and JBIL is 4th behind Solectron, SCI, and Celestica (private company). They are VERY aggressive, and have very good quality. I am slowly picking up shares again. SMOD is a 'hidden' way to play DELL, COMPAQ, HWP, CISCO and even RAMBUS. They are a contract manufacture for memory simms, and list the above as their top customers. They had 100% revenue and earnings growth last quarter. They also do FLASH, and communication products. They were one of the two 99/99s in IBD before the big correction. (the other was DELL). The stock is splitting this month on the 17th. There still could be some tax selling in JBIL and SMOD the rest of this year... Good luck! kp