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

To: Fenton White who wrote (2394)	1/8/1998 1:53:00 PM
From: Rob L.	Read Replies (1) \| Respond to of 6317

Fenton, how have they been fantastic? Your record of stock picks on this thread suggest you have really only made money on only 1 out the four stocks that I can pin down a purchase price on you. If you claim you are doing 100+ business now, Why don't you divulge your entry points on your other positions so we can be the judge (since you are obviously so concerned with how we all view your accomplishments). You only provided analysis on one stock: JBIL and it was completely wrong and off the wall. The stock did not come off because of the reasons you cited, so you bascially got lucky on this one. You never once mentioned a slowing growth rate in revenue, only an increase in A/R. A/R has, in fact, grown slower than revenue which is very healthy. Following cycles only works for so long, sooner or later the cycle will be broken.