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

To: Rosemary who wrote (4258)	7/8/1998 6:13:00 PM
From: Roger B Finlen	Read Replies (2) \| Respond to of 6317

Interesting from the Yohoo board....... Hadco is the largest supplier of bare boards to the ECM industry so this is not good news. However, the PCB (printed circuit board) industry is suffering from some industry specific problems too. Noticed that Hadco's backlog decreased by a large margin sequentially. This is not good, as it is showing continuing decreased demand. Hadco is affected more by the general electronics industry malaise than ECMs like Jabil, as they don't really benefit from the outsourcing trend. But I'm sure we'll hear comments from Hadco on how the ECM industry was showing soft orders...so net-net Jabil's stock could be in for a decline. hope so !! this could provide a good buying opportunity. !!!???