Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 207.06

-3.2%

10:03 AM EST

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To: inpursuit who wrote (5448)	12/16/1999 8:37:00 PM
From: NotNeiderhoffer	Read Replies (1) of 6317

Tough Guy, Jabil launched a precision strike on the naysayers and doubting Thomases today at 4:30 EST. It was so surgical I almost expected Colin Powell to chime in. They had a full arsenal of facts and figures to deflect a few stupid questions in the Q&A. Seems like they were almost training for this conference call. wavplace.com They came in a penny ahead and guided the numbers up about a nickel without provding guidance on '01. There might be some minor balance sheet concerns as DSO's ticked up from 38 to 42 days and inventory turns slowed a touch but they had adequate expanations for this IMO. Going forward they expect a little more linearity. Valuation might be an issue at some point but they are poised for a solid year next year. They talked frequently about organic growth as opposed to growing through acquisition although some deals are likely. I was not on the SLR call but I gotta believe this one went better. Lets see what the weenie analysts have to say tomorrow. NotsureIcangetoutofbedat5amtobeallIcanbeNeiderhoffer

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