Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 228.15

+1.2%

Dec 9 3:59 PM EST

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To: B Hewson who wrote (2363)	1/5/1998 8:55:00 AM
From: Caroline	of 6317

If Fenton answers your question, I, for one, will be jealous. I asked that question two or three times, nada. I believe he is implying that Jabil has a small customer base. If I remember, about 12-15 customers make up 99% of JBIL's revenues. Somewhere between the 10-K and 3COM & QNTM statements, Fenton implies there's a mismatch of potential. Neither is "lying," but JBIL & its customers are not saying the same thing. I have yet to find it. Only Fenton has found it. If that's what he's saying. 3COM says it has a slow-down in modems; Jabil says its 3COM business doesn't come from that modem revenue stream. Quantum says it has a slow-down in disks; Jabil says its Quantum business comes from tape, which is unaffected. Go figure.

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