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To: kolo55 who wrote (598)3/17/1998 11:31:00 PM
From: patroller  Respond to of 1422
 
Paul my take on the jabil announcement is ,that they did'nt want to say that qnmt's dlt is slowing so much that their growth will be flat the next 2 quarter's ,so they tried to blame it on asia and spread the load as a favor to qntm ,however it look's like they have cause a uproar for tomorrow and for the sector,I think the sector is still stroug and jabil has a weak product on line due to higher than exspected inventory's for qntm ,jabil should be a heck of a good buy .jmho patroller