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


To: patroller who wrote (2104)12/15/1997 12:37:00 AM
From: BenYeung  Read Replies (2) | Respond to of 6317
 
The JBIL talk gets so harsh and pointless (1000 posts in the last two months with only a few non-significant news and press releases. Not to mention the non-trading days posts...like right now) I guess I am one of the losers who likes to argue so much...and I dont even have much to say. HE HE.

I wished we had a JBIL chatroom so us longs and shorts can get in the ring and talk it all out. Maybe we should all go to Las Vegas, book a ring in the MGM Grand and have a tag-team wrestling match. Patroller and Fenton go first.

Pat...tag me, partner...

As the last year's same quarter earnings was .17, its not hard to beat. Even if they make .34 cents this quarter its still a 100% increase. With the economy of scale in place, its not hard to beat the last year's earnings by a lap (100%). I think a 45 cent is a minimum, counting in the Asian currency devaluation.

Meeting the earnings or not, is not what I look for. What I am looking for is REVENUE growth, in % terms and in $ terms.

By the way, the company did not announce anything about the opening of the new manufacturing facilities. I thought they were supposed to be opened last month.....

Fenton, by the way, why did you short this stock? You have been on this thread for three months now and I still dont have a clue WHY you shorted? Your 100+ posts dont carry any relevant info or arguments (not like that I do, anyways. LOL)

Insider sales? Na, we talked about it already...irrelevant
A/R? More revenue means more A/R to be paid...pretty simple
PE? I dont use PE as a gauge...no comment on that one
Inventory? If there are any, please state them in words and figures

However, I do like some of your picks. ABTE and PSIX has potential. I dont know about AOC enuff to comment.

So guys, are we going to Tahoe or Colorado next year?