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

To: TIMMY T. who wrote (2938)	3/10/1998 6:09:00 PM
From: BenYeung	Respond to of 6317

JBIL, SBUX and NWCI, as well as CKFR and YURI as non-core. In my opinion, these companies are less affected by the macro effects (eg. price war and margin cutting in techs). In many ways, JBIL's business would be enhanced if big techs go on a price war because they will resort to ECMs for better pricing. Coffee prices, as opposed to the El Nino views, are heading down along with other commodities. This factor should be beneficial to the retail gourmet coffee business. Not to mention the coffee craze is only a beginning. (rather addicting if you know what I mean...) SBUX's Frappacino is selling hot everywhere. I first look at the sectors, I currently like ECM, gourmet coffee, E-Commerce, and Asynchorous Transfer Mode (ATM or cell relay, which transfers voice, data, and video in high speed, as opposed to frame relay (ethernet) which only does data efficiently). Then I look at fundamentals of each company, then use my conspiracy theory/charting techniques to find an entry point (buy when MMs buy). I, however, don't really think about the profit-taking/exit point but I sure have a loss cutting plan, if applicable. So I guess I am a long term player. Althought I play long-term, I look at the intra-day charts on a daily basis to guess where the stock/market will head. Its a pretty good exercise and it definitely help me to figure out where/when/what the MM is trying to go/do next (However, this kinda exercise cannot help me get buff...). What do you do? Whats your strategy?