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

To: Pierre who wrote (3624)	4/23/1998 7:36:00 PM
From: moose	Read Replies (2) \| Respond to of 6317

QNTM beat estimates by a penny. They were hurt by a slowdown in dltd which JBIL supplies QNTM boards. The good news is that QNTM lowered their inventory levels and they were pleased and optimistic of their dltd going forward. SANM acts the same as JBIL. They both seem to have a leak to the market. When JBIL starts going down near the end of the quarter you know theres something up. You would think SANM would sell off because of JBIL but it does only long enough to give the MM's the chance to load up. The MM's on the inside know whats going on and to figure out these stocks you just have to except what is happening. Its tricky to describe but when it seems to be acting weird its acting right.