Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: AHMAD AFTAB who wrote (3472)	3/28/1998 3:22:00 PM
From: Frank Drumond	Read Replies (2) \| Respond to of 6317

I agree, I think JBIL is a great buy at these prices. I had a broker try to get me in a few months ago when JBIL was in the 50's. I did trade in and out quickly as it didn't feel right. Glad I did. I've been watching it now for several months and I think that the bad news (not that there was anything really bad) is over and JBIL is now positioned for a strong move up. I do think that this one can revisit the 40's within a relativley short period of time.

To: AHMAD AFTAB who wrote (3472)	3/28/1998 3:47:00 PM
From: Jeffrey Spierman	Respond to of 6317

if you dont mind please explain the statement that company insiders could take JBIL private...what would that mean to outstanding shares? TIA....JEFF

To: AHMAD AFTAB who wrote (3472)	3/28/1998 3:55:00 PM
From: Pierre	Respond to of 6317

I'm not sure JBIL and SANM track. As the box makers continue to feel margin pressure, you can do an "on the one hand, on the other hand" analysis of the impact on ECMs - but short term answer not at all clear. Why do you believe SANM will announce "blowout" earnings? I'm not being argumentative here. I appreciate your willingness to back up your prediction with analysis. I'm very concerned about this sector and how it will react in the next few months. Thanks for your input. Pierre

To: AHMAD AFTAB who wrote (3472)	3/28/1998 4:23:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 6317

>>SANMINA expected to release blockbuster earnings due in couple of weeks. (I dont know the exact date but sometime in April<< Hmm How can you say this when BAY didnt have such a blockbuster quarter? Also SANM has a P/E of 30.. With any cautious note, we can see SANM in the same price range as JBIL. At this point I would short SANM and buy JBIL since they are both depended on growing economy to expand and JBIL has the much lower P/E. SANM reports around the 14th of april