Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 216.62

+1.4%

11:36 AM EST

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To: kolo55 who wrote (5511)	3/16/2000 11:29:00 AM
From: rich evans	Read Replies (1) of 6317

For me, the comments by the SLR CEO, makes it difficult to determine what is happening? He talked about an imminent sea change in the ECM industry which SLR was going to take part and lead in. Plus the Q4 revenue numbers which included about a billion dollars of acquisition business which was not Ericcison which was already in the organic numbers. It will be interesting to hear what JBL has to say? The 2nd phase $4bill divesture plans of Nortel seem about to happen so this will be on someone's plate, probably a lot of SLR in my opinion. Interesting times in the ECM sector. Rich

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