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

To: BenYeung who wrote (3548)	4/9/1998 11:50:00 AM
From: B.REVERE	Read Replies (2) \| Respond to of 6317

Ben, I guess we disagree on the bottom. The nasdaq stabilized yesterday and today is showing strength. This stock has not moved either day and yet the stock didn't drop. Momemtum players have already left and only the hardcore believers that the stock will recover remain. They will not sell unless they're on margin and can't cover. If sanm posts better numbers next week or cc indicates order flow is picking up, jbil should begin its recovery. Later,

To: BenYeung who wrote (3548)	4/9/1998 4:21:00 PM
From: Willsgarden	Read Replies (1) \| Respond to of 6317

Everyone seems to have valid comments about the TA outlook and market psycology, BUT the underlying fundamentals say that jbil is becoming a value play, and probably WILL NOT participate in any random sell-off consolidation. I'm encouraged by the new round of hi and low speed chips coming out of the very competitive semi group. This along with win98 and good market fundamentals will ralley the techs at least 30% beginning may, or as soon as the bulk of Q-1 earnings come out. JMHO...I could be wrong, Bill