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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?

To: kolo55 who wrote (1800)	10/3/1998 2:49:00 PM
From: Creditman	Respond to of 2542

Paul ... Excellent comparison of JBL and FLEXF. One of the principal differences is that the name is not JBL(F). With all the troubles and travails around the world it is better to stay home where it is safe. I listened to the Motley Fool radio show today and that is exactly what they told their listeners .."buy American companies". Agree?

To: kolo55 who wrote (1800)	10/3/1998 3:38:00 PM
From: Michael Anthony	Read Replies (2) \| Respond to of 2542

Wow. Thanks for taking the time to be so thorough with your thoughts. You've given me something to think about. I too am aware that higher earnings are nice, but "visible" growth is also important. Again, I was trying to compare "stocks" and not the companies and you confirmed what I was thinking might be the case. I thank you for your efforts in responding to my question.

To: kolo55 who wrote (1800)	10/7/1998 2:50:00 AM
From: jeffbas	Respond to of 2542

Paul, I suspect the good forward-looking statements are what counts on JBL, but the current quarter revenue were far short of your estimate and the earnings were so-so. Reminds me a bit of SCI which recently said they would hit the earnings but sales would be below expectations. I also have a strong personal distaste of writeoffs, which I regard as often a way of inappropriately manipulating future results by misallocating future costs to a single present charge. If you buy something, all the costs belong against the future earnings stream, regardless of what FASB allows. By the way, I find equally distasteful companies that amortize goodwill on an acquisition over 40 years.