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


To: Rob L. who wrote (2267)12/18/1997 8:05:00 AM
From: John Puffer  Read Replies (1) | Respond to of 6317
 
in november, the shorts vacated jbil. check out the link. lowest short position in 4 months. december will probably be less.
viwes.com



To: Rob L. who wrote (2267)12/18/1997 8:44:00 AM
From: Caroline  Respond to of 6317
 
Thanks. If Fenton replies I'll wear the same pair of glasses I always use (the anti-rose-colored ones).

Several large brokerage houses asked questions, and all started with a pretty sincere "congratulations."

My fave line was that at the worst case, Asia would represent 2/10 of 1% of revenue fall, amounting to nothing more than a rounding error. Good line. I also liked Sansone's ability to articulate why 3Com & Quantum's shortfalls are not Jabil's problems (neither company's areas of shortfall concern include JBIL's areas of revenue).