Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 213.73

-0.6%

Nov 7 3:59 PM EST

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To: Jane E. who wrote (5513)	3/16/2000 8:37:00 PM
From: rich evans	Read Replies (1) of 6317

On JBL's cc, I think it was interesting that telecomm and networking were 45% of revs and would continue to be fastest growing with 15% targeted sequential growth for Q3 and Q4. They mentioned ramping up on optical equipment for their customers. Looking at all the recent acquisitions from the likes of CISCO and Nortel of optical companies without manufacturing plants, I think JBL will be doing a lot of this optical manufacturing in the future and have good growth from it and this is their sweet spot in my opinion. I think SLR was also hinting about such new products in their cc.JBL also seemed to indicate their targets were conservative and used the word robust as demand in Q3,Q4 and even 2001. I think they want to spend their money for this high quality telecom work and not just look for top line low margin volume thru outdated OEM plants and seemed to indicate so from the questions asked. Rich

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