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

To: patroller who wrote (3665)5/4/1998 3:33:00 AM
From: Asymmetric  Read Replies (1) | Respond to of 6317
 
Patroller,

I think, (and this is only an opinion), that Sansone, and
Jabil management got discredited a bit after he tried to
talk up the stock, targeted $52 as being fair value, and
saying Asian problems were overblown, and then had to eat
a bit of humble pie when after earnings announcement he
stated that revenues might not grow as projected due to
some customers realigning inventory. Since stock seems to
be a favorite target of shortsellers that small miscue
played into their hands. Jabil still a big portion of my
portfolio and a good value for those who exercise patience.
Good luck to all. Peter.



To: patroller who wrote (3665)5/4/1998 11:02:00 AM
From: rich evans  Read Replies (2) | Respond to of 6317
 
I read the summary of JBILs cc in Motley Fool and thought Sansone was candid and forthright and would expect JBIL to do very well in the next 6 months. They better because I sold a lot of Dec 35 puts.

Rich


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