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

To: Tim McCormick who wrote (4771)	12/15/1998 7:25:00 PM
From: Jeff Haas	Respond to of 6317

Tim, all I'm saying is that you sound real negative on the stock. Don't buy it if you don't like it.

To: Tim McCormick who wrote (4771)	12/15/1998 7:28:00 PM
From: Frank Drumond	Read Replies (1) \| Respond to of 6317

No I don't think this board has been rah-rah at all. There is huge growth in this market segment. I agree that the the PE is high, check out FLEX, even higher. However, the iron companies are dropping out of mfg like crazy. Yes, they've bought some of the growth, HP doesn't count mfg as a core competency. Same is true of lots of companies. Don't have time to dig out numbers but both revenue and earnings growth will be strong.... But don't take my word for it, go ahead and short it. You tell me what the projections should be.

To: Tim McCormick who wrote (4771)	12/15/1998 8:40:00 PM
From: Asymmetric	Read Replies (1) \| Respond to of 6317

Tim, Your understanding of this stock is as way off as your comments about this thread and the people on it. If you want to go long the stock there is plenty of quality input throughout if you care to put the time in to read back posts. If you want to go short the stock, no one here is going to spoonfeed you the ammunition to turn around and have you use it on himself or herself. But again, if that's what you want to do, there is plenty of information on this thread to help you to decide to do that as well, and last time I checked this was a free country, and nobody is going to stop you from doing that. It's not a matter of the bullish case or the short case withstanding careful scrutiny. It's about you doing a little homework. Peter.

To: Tim McCormick who wrote (4771)	12/16/1998 7:49:00 AM
From: Rob L.	Read Replies (1) \| Respond to of 6317

Tim, you ask good questions. What really stood out was the decrease in margins. Revenue growth was much stronger than expected and it was a record but that was probably due to the HP business and it appears the added revenue earned them less on an operating basis (as a % of revenue). AR increased slightly more than revenue, but I don't see debt increasing as you state. I think it was a good quarter for them, but whehter the stock price can run from here on the report is questionable, especially since it has already run over 40% in the past several weeks, probably in anticipation of this news. Place your bets!

To: Tim McCormick who wrote (4771)	12/16/1998 10:26:00 AM
From: OldAIMGuy	Read Replies (1) \| Respond to of 6317

Hi Tim, If you take a look at the length of the yo-yo string of JBL's price history, you'll understand that those of us that have invested in JBL for any length of time are VERY happy about the current price. I'm not sure I'd start a new investment at $70+ in JBL unless I had a time horizon longer than the usual short term player. However, if you own a time machine and can accumulate shares in the low $20s as many of us did here, you'll understand our glee. There's still money to be made here, but you would have to explain your M.O. a bit to get any constructive advice. Most of the stocks in my portf. have been there for more than 5 years. JBL is an exception. I've owned it just one year. Best regards, Tom