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

To: jim heger who wrote (4834)	1/12/1999 12:09:00 PM
From: 18acastra	Read Replies (1) \| Respond to of 6317

pls. use private message function to go off topic. i suspect most people on this thread have no interest in sitel and even less interest in fenton. jmho.

To: jim heger who wrote (4834)	1/30/1999 10:28:00 AM
From: Fenton White	Respond to of 6317

Sorry for the delay in getting back to you. We are long in SWW and think that earnings will start a turn. We will take 25% off the table when the stock reaches the 6 range and keep the rest on hold for another quarter. We are taking a small long position in uolp 2-3 quarters. We have acquired a large stake in sath long 2-4 quarters with a 25% exit @ 35. We are researching 4 others including jbl. We made ALOT of money on JBL last year. We might start cycling in late Feb-March. We are analysing exchange rate volitility on component pricing. Headed for the golf course and a superbowl party later. Regards, Fenton