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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?

To: Rosemary who wrote (1343)	3/17/1998 6:44:00 PM
From: rich evans	Read Replies (1) \| Respond to of 2542

Rosemary, I agree. The company in Q2 did well both year to year and seqentially. If it performs per the warning which is basically a repeat of first 6 months versus sequential increases then you are looking at $2.00+ pershare so at 31 you have a stock around 15 time earnings growing at 30%. They said the fall quarter or Q1 of 99 will see a return to normal increases. Solectron also did O.K. in my opinion although it was flat sequentially but they should continue with good growth although not quite meet estimates of 1.75. So I don't understand the knee jerk reactions. But short term options become tough and with my April 40 Flexf I think the knee jerk is going to hit me in the gut.If Jabil is down to 31 or so tomorrow, my first call will be to my broker to buy. Rich

To: Rosemary who wrote (1343)	3/18/1998 10:52:00 AM
From: Nevin S.	Read Replies (2) \| Respond to of 2542

Took your advice and bought some JBIL this morning. DIIG is melting but SLR seems to be holding up pretty well. I first read about JBIL about two years ago in Value Line. They rated it a "1" in their expanded version on small companies. I don't know if you've ever used this but they don't provide as much info in the expanded version as in their regular reports. I've stopped using Value Line entirely because of the timeliness of their reports. In any event, unfortunately I didn't buy then, because I think the stock has gone up three-fold since. Well now I have a chance to buy a great company at a discount.