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


To: patroller who wrote (3729)5/7/1998 11:54:00 AM
From: BenYeung  Read Replies (2) | Respond to of 6317
 
Ever wonder why all the houses are upgrading JBL at the same time??? Their exit strategy?

Don't be stupid enough to think that they put all their clients on to the stock. Its a game of musical chair...whoever comes last lose the game.



To: patroller who wrote (3729)5/7/1998 4:44:00 PM
From: patroller  Respond to of 6317
 
Too All here's how I see whats happening, last cc sansone says their goal is to land two big pieces of biz a year,so their due,I would say that means at least 200-500mil per,he also said that they are in a buying mood,so their due.further their customers are all doing better.if any of the above happens this stock is more than undervalued.I would say that the odds are 75% in favor of that to happen some time this year. Paul k. said it earlier that jabil and flex are in the sweet spot growth wise and he's dead right,in fact I think so is the outsourcing trend I exspect this to be the biggest year ever .Ben as I said before your to young.<ggg> look buy a little ja~aflex the index and enjoy the ride.oh to all those who pounded the IR department give Beth a call and say great job bring in those new players.jmho patroller