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Technology Stocks : Jabil Circuit (JBL)
JBL 213.96+1.4%Nov 12 3:59 PM EST

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To: patroller who wrote (5447)12/17/1999 12:25:00 AM
From: rich evans  Read Replies (1) of 6317
 
Very impressive and detailed cc. I wonder how they can increase revs so much. They said they are going to imcrease revs 70% in 2000. They are adding about 1.5 mill sq ft I believe they said by expansions and greenfields and Get is going from the acquisition runrate of 250mill per year to 400 mill by Q4-2000 but still it would seem they need more capacity to continue this type of top line growth. Jim Savage asked this indirectly but no real answer. It would seem they would get into Flex's problem which they talked about of having to turn away business. Do you think they will have to do some acquisition to get more capacity?

Rich
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