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

To: moose who wrote (3655)	5/1/1998 10:21:00 PM
From: Rosemary	Respond to of 6317

Moose, The NAS is the hand who fed us? HA! That's rich. Yeah, it gives and it taketh away. More taketh away and much quicker too.

To: moose who wrote (3655)	5/3/1998 6:34:00 PM
From: 18acastra	Read Replies (1) \| Respond to of 6317

SLR does not have more consistent earnings than Jabil, I believe they are in fact less consistent. SLR gave the same downward guidance last quarter that JBIL did and hacked their forward estimates. SLR also has a histiry of sporadically exceeding and missing estimates, but generally shows good growth trajectory. SLR had peakead at about $45 prior to the downward guidance and cutting of estimates by 15/20 cents. Now it is at a hgiher price than it was previously at. Its multiple has actually expanded off of downward earnings guidance. Go figure. Jabil had peaked at about $52 prior to negative guidance. Now is about $37. I believe SLR may get a higher multiple over short term because of size/investor familiarity, but that is only by virtue of Jabils ridicuosly depressed multiple. Jabil will get back on investors radar screens and things will ultimately change-at least that is my bet going long Jabil/Flex and short Solectron playing fast growth/low multiple against slower growth/higher multiple. My opinion.