SI
SI
discoversearch

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: rocklobster who wrote (3467)3/28/1998 10:47:00 AM
From: MONTHY22  Read Replies (2) | Respond to of 6317
 
We all know the well documented reasons for the drop, but;
can anyone explain the relatively poor performance compared to it's peers SANM, SLR, etc.??

JBIL if anything should have a higher pe than all of them!

PUZZLED!



To: rocklobster who wrote (3467)3/28/1998 11:00:00 AM
From: davedmg  Respond to of 6317
 
Thanks for the info. "Window Dressing" makes sense to me, now.



To: rocklobster who wrote (3467)3/28/1998 11:24:00 AM
From: AlienTech  Respond to of 6317
 
>>I am very disappointed with JBIL's performance especially considering that they actually beat estimates and especially considering how nicely COMS was treated this week after missing the sharply revised downward earnings. It just doesn't make any sense to me. <<

You my son, obviously missed something there.. The miss part is they beat estimates! Now take ADBE, ran up 5 points on the day of earning, they missed estimates by a heck of a lot, The stock drops 3 points on profit taking. And its now a STRONG BUY!



To: rocklobster who wrote (3467)3/28/1998 1:49:00 PM
From: Stephen Swantz  Respond to of 6317
 
Richard: In re to "Window dressing".. It would be interesting if the fund managers not only disclosed their holdings at quarter end, BUT also had to disclose date of purchase and cost basis of those holdings.
Steve