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

To: Finder who wrote (4897)	2/3/1999 4:13:00 PM
From: Karim Allana	Respond to of 6317

Looks like some vigorous buying took place at $65.75 and $66 range. JBL tested $65.75 again from 1/25/99. Hopefully established a double bottom and is pushing off. Don't know why the entire ECM sector sector, including FLEX have been weak today. The rest of the market rebounded pretty well today. Happy Investing Allana

To: Finder who wrote (4897)	2/3/1999 4:13:00 PM
From: OldAIMGuy	Respond to of 6317

Hi F, I've not found a thing. Your assumption about a "delayed reaction" seems to be about right. Maybe somebody read my post that said they should have me on the Board! :-) Price still has to fall tremendously for me to nibble at more. My JBL account is currently about 40% in cash and I would love another chance to put some of it back to work. Best regards, Tom

To: Finder who wrote (4897)	2/3/1999 4:39:00 PM
From: 18acastra	Read Replies (1) \| Respond to of 6317

Down in sympathy w/3-COM, completely wrong. 3-COM burned big today, Jabil goes down w/it because people don't understand. 3-COM down for two reasons 1) People nervous about Cisco gaining share 2) 3-COM downgraded by DLJ because pricing pressure in NIC cards Jabil does not do NIC cards for 3-COM. Jabil does the networking products for 3-COM, and a lot of the products they mfg. for 3-COM have been doing well, and a lot are exposed to small/med business segment which is completely strong. Anyway, most traders don't know the difference, so Jabil gets taken to the woodshed w/3-COM. My advice is, SCI reports tomorrow, it may not be so good. SCI is a dog, and they have their own particular internal issues. Don't buy JBL ahead of SCI report, but if JBL whacked after SCI in sympathy if in fact bad news, then potentially could be the time to step in. My opinion.