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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

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From: seminole	6/24/2014 9:43:18 AM
	of 95536

OT:JBL on the move..... BofA/Merrill Lynch analyst Wamsi Mohan said reports out of China overnight suggesting problems at a competitor could be a positive for Jabil Circuit (NYSE: JBL). Mohan noted the Asia Press suggested that Apple (NASDAQ: AAPL) has rejected competitor Catcher s casing and increased allocations with Jabil and Foxconn. "Although we do not claim to have direct knowledge of this event, our checks have suggested that Jabil s casings business is well diversified in this iPhone cycle and Jabil should see the full benefit of the ramps in the Nov quarter," he said. Apple is a ~20% customer of Jabil. The firm maintained a Buy rating and price target of $22.00 For an analyst ratings summary and ratings history on Jabil Circuit click here. For more ratings news on Jabil Circuit click here. Shares of Jabil Circuit closed at $20.73 yesterday.

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