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

To: j. w. kampfe who wrote (3330)	3/18/1998 10:36:00 PM
From: Rosemary	Respond to of 6317

Jamie, OT DIIG should be up from here, sorry about the calls. I also took a hit from DIIG calls last month, but mine went up two days before expiration. I kissed my shares good bye. But I knew I'd get them cheaper, I just didn't think it would be this cheap. I really don't think we'll see the teens but will they also warn about the future? We have to be realistic and think about these things now.

To: j. w. kampfe who wrote (3330)	3/19/1998 12:13:00 AM
From: Douglas V. Fant	Respond to of 6317

jw, I'm in both DIIG and HDCO. These two stocks are almost pure "value plays" now. I was told two days ago by one supplier of DIIG's Multek Unit in Austin, Texas,that that DIIG facility is "booming". One facility doth not a company make- but this small piece of evidence suggests all is not "doom and gloom".... I think that your 75% "in-house" number on Compaq is right. I am surprised that Compaq has maintained an inventory system for so long. I have no idea whether JBIL might "bite off" a piece of that business.....But there it sits- a pretty lucrative piece of outsource manufacturing.... Sincerely, Doug F.