Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: OldAIMGuy who wrote (2849)	3/5/1998 7:58:00 AM
From: Rosemary	Read Replies (1) \| Respond to of 6317

Tom, I may be wrong here, but we had much worse conditions to deal with last March, Greenspan telling us he'd raise rates and good to his word, by the end of March he did it. We heard the normal warnings and I guess the fact that JBIL was going to report, kept it out of too much harm. But I just happen to have some cash too for some buying.

To: OldAIMGuy who wrote (2849)	3/5/1998 8:01:00 AM
From: Dr. Doktor	Read Replies (1) \| Respond to of 6317

For those thinking of jumping into the techs on today's weakness I'd think twice. INTC's warning this time is very different than previous warnings. They are seeing broad based decline in all product lines and in all geographies. We are seeing the beginnings of a paradigm shift in the tech industry away from faster processer speeds and towards greater bandwidth. JBIL will most likely suffer in the short term but long term, they are well positioned for the coming shift. We are in the earnings warning season (just beginning) and I expect if INTC is seeing weakness many others will be warning in the coming weeks. I'd wait a bit, you'll be able to pick up some great bargains in the near future. I have been buying puts on INTC, MU, DELL and AMAT in the past week. Regards, DOK