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

To: moose who wrote (3230)	3/17/1998 8:08:00 PM
From: AlienTech	Respond to of 6317

>>JBIL will have a 3% decrease in earnings and not a 45% decrease like EFII. Anyway you put it, JBIL SUCKS! Wish I had money to buy it tomorrow but I will have already lost all of it by 9:30 am!<< Yes I know which is why a drop like that is confusing unless the CC had something in it we dont know about. How will you loose it all? Are you that bad on margin? And I learnt the hard way to buy puts no matter what, figured loosing 2 bucks is better than loosing 10 bucks and I would make that 2 back in it if the report was good anyway. I didnt see anything NEW in the earnings report that I hadent read before, So I sold covered MAR 35 puts today :) just my luck... Figured since everyone already knew of the slow downs and the stock being so depressed it woudnt tank so much.. But I guess someone with a few mil shares in the closet always comes out of the wood work yelling its the end.

To: moose who wrote (3230)	3/17/1998 9:09:00 PM
From: WTMHouston	Read Replies (2) \| Respond to of 6317

<<IMHO (which seems to be worth sh_t lately)!>> Dito for many of us here, myself included....we were on base with the earnings but didn't figure that if they made earnings this Q, that they would also warn going forward - especially in light of the boasts earlier this year....only 1/2 of the pie will cost many of us in the short term.... I still wonder how Sansome could have said they expected 30% annual growth this year (which would have been ~7.5% this quarter) when they were in the middle of a quarter that was running less than 1/2 of what they expected..unless they have been back loading quarters and didn't know that the back end wouldn't be there this time until it didn't happen....but then, why wasn't the back loading ever disclosed - it sure seems material to me and would have made SLR's warning have more meaning. I wonder if we should treat the warning with as must trust as we treated the rosy picture....or maybe this time we should believe them. For me, it is now IMNWSO.... Troy