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

To: Rosemary who wrote (3591)4/17/1998 3:50:00 PM
From: solderman.com  Read Replies (1) | Respond to of 6317
 
Rosemary,
Let the results speak for themselves.The market is an efficient place.
BTW, how's your "Stock of the Century" (DIIG) doing lately?

Best,
Solderman



To: Rosemary who wrote (3591)4/17/1998 11:19:00 PM
From: John Morelli  Respond to of 6317
 
It seems unlikely that there might be any mergers at this time.

The industry is growing and rapidly at that. I don't hear of significant excess capacity. There may be other reasons for merging but I don't see any as compelling. If they need the extra capacity its cheaper to build another factory than buy an ECM whose stock trades at several multiples of book value.


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