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Technology Stocks : Jabil Circuit (JBL)
JBL 201.800.0%Nov 14 9:30 AM EST

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To: patroller who wrote (5302)9/16/1999 9:45:00 AM
From: rich evans  Read Replies (1) of 6317
 
Patroller, did you listen to the CC on JBILs web site. Very positive.
And you were basically correct with your opinions over the last few months that all was alright and growth was accelerating. I though it was interesting that they were conservative IMO on GET and forecast only flat $250 million in sales for 2000 which according to one analyst was what Gets present run rate is and gives us a PSR valuation on the purchase price of 243 million. I would bet that Gets sales will accelerate quite a bit in the second half once JBIL has had a few months to digest GET and get them running with JBILs methods and practices and marketing their new China presence. At least China has been working out well for FLEX and DIIG so should also work well for JBIL. So I think they will beat the 3.2 bill in revs for 2000 and the new $1.53/share mentioned. Thanks

Rich
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