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Technology Stocks : Jabil Circuit (JBL)
JBL 201.95+0.1%9:44 AM EST

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To: kolo55 who wrote (5409)12/2/1999 10:51:00 AM
From: rich evans   of 6317
 
JBL needs Eastern Europe and Brazil IMO. SANM although a backplane company also is mainly US. It would seem for them to continue growth rates ,which their stock at a PE of 40 (2.50) for 2000 is being valued at ,will need to go global quickly. But what is available. FLEX got the best IMO. Wishful thinking for me has BHE on the list. They have geography now including Brazil and Eastern Europe and capacity but plant size in those locations not large and don't know about equipment etc.PLXS cancelled interview yesterday. Wonder if it because of possible future news? Stock run up 1/3 in last two weeks.

Rich
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