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

To: patroller who wrote (2068)	12/12/1997 9:13:00 PM
From: DD™	Respond to of 6317

Taken from Motley Fool Evening News.. Message 2953954

To: patroller who wrote (2068)	12/13/1997 6:33:00 AM
From: Asymmetric	Read Replies (1) \| Respond to of 6317

Maybe This Provides Some Perspective: Thanks for the info Patroller. This may or may not help but here are some of the worst performing stocks over the last 100 days. Jabil's loss over the same time period is -35%. The losses on some of these are shocking to say the least: Oxford Health...................-82% Electronic For Imaging....-72% Datum.................................-67% S3........................................-64% ACT Manufacturing..........-64% Applied Magnetics............-59% General Semiconductor....-59% Western Digital..................-59% Ikos Systems.......................-58% MEMC Electronics............-58% Amylin...............................-57% Cymer................................-57% Informix............................-57% Lam Research....................-57% MasTec..............................-57% Photon Dynamics............-57% Speedfam.........................-57% Trident Microsys.............-57% Electroglas.......................-57% Veeco...............................-56% Kulicke&Soffa................-55% Alliance Semi...................-53% Brooks Automation.........-53% FTP Software...................-52% Seagate..............................-52% Micron Technology..........-52% Altera...............................-50% Uniphase..........................-49% AMD................................-49% FastComm........................-49% Glenayre Tech.................-49% Pegasystems......................-49%

To: patroller who wrote (2068)	12/13/1997 7:31:00 AM
From: KEITH SAMSEL	Read Replies (1) \| Respond to of 6317

Patroller, if Tom Sansone is pissed about investors interpretation of the companies future prospects, it would be much simpler for him to issue a press release stating that the company will meet or beat expectations for the forseeable future, instead they have chosen to remain quiet while their stock price collapses. I think your broker is feeding you a bunch of nonsense.

To: patroller who wrote (2068)	12/13/1997 1:15:00 PM
From: Fenton White	Respond to of 6317

Mr P. JBIL does not "make" anything... They are component assemblers. I don't believe they own the rights to anything they assemble. JBIL lives or dies based upon price competition, demand pipeline, and A/R flow. Price competition example (200 pentium mhz motherboard Dec. 96 $1,109 versus November 97 $347) (166 mhz pentium Dec 96 $560 versus Nov 97 $274) source Marketwatch PCTODAY www.pctoday.com) For the 166 mhz example the board is 49% of Dec 96. A computer system fyi $1,678 Dec 96 versus $1,060 Nov 97 63% of Dec 96. It will be interesting to see if JBIL sends out any warnings in order to cushion their investors, or if they just say "surprise". I am still short and in my 4th cycle. Lower Lows and Lower Highs. I love this company and it's supporters. You sound like you are still selling out your portfolio. Regards, Fenton