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

To: Fenton White who wrote (2416)	1/12/1998 10:39:00 AM
From: ccryder	Read Replies (2) \| Respond to of 6317

<<SCI just entered into a contract with HWP>> Old news. Rumors have been circulating for a month about a very large new customer for SCI. Stay tuned. Regarding the few number of SCI customers, actually the customers are the end item users. How many of you guys own HWP printers???? Same comment goes for most of what JBIL makes. JBIL's customers are ultimately the users. And I guess according to Fenton's definition of 'making something', nobody makes anything. They just reassemble molecules and in some instances atoms.

To: Fenton White who wrote (2416)	1/12/1998 12:23:00 PM
From: gs	Respond to of 6317

>> 3Com Corporation ("3Com"), Cisco Systems, Inc. ("Cisco"), and Hewlett Packard Company ("Hewlett Packard"), accounted for approximately 21%, 20%, 15% of net revenue, respectively. << 1. If you read a SEC filing for any company they always mention risk factors involved. It includes IBM, INTC, KO, ... Does it mean that a stock should go down no matter what. Sound stupid. 2. A lot of companies can just dream to have one of such customers, best technology companies in the world. 3. Any logic and Mr. Fenton are incompatable.