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

To: BenYeung who wrote (2413)	1/12/1998 7:59:00 AM
From: Rob L.	Respond to of 6317

Gap at 38 filled on Friday. Stock is looking quite oversold here, but that does not mean it can't go down further. There is one gap remaining and finally it is above the current price at 46 or so. IMO at some point the gap will be filled. Looks like Adaptec set the scene for part of Friday's plummet. People see one stock fall and assume all other stocks will be affected. Reasons for JBIL's recent fall???: Asia Crisis Labor report on Jobs on Friday Overall Market Fell. Adaptec earnings report All of these reasons have nothing to do with JBIL. Hence, the fundamentals have not changed. Sitting tight and riding this out (albeit it with a modest loss right now). I wish JBIL would move to the NYSE to kill this volatility.

To: BenYeung who wrote (2413)	1/12/1998 8:56:00 AM
From: Fenton White	Read Replies (2) \| Respond to of 6317

On December 13 post 2068: To: +patroller (2068 ) From: +Fenton White Saturday, Dec 13 1997 1:14PM EST Reply # of 2414 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". ========================= Regards, Fenton