Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 213.73

-0.6%

Nov 7 9:30 AM EST

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To: patroller who wrote (5518)	3/24/2000 8:38:00 AM
From: MGV	of 6317

CSFB Note End Market F2Q00 F1Q00 FY00E* Seq % Chg Comms. 47% 40% 45% 32% Peripherals 29% 35% 22% 0% Computers 20% 21% 20% 50% Subtotal Comp. 49% 56% 42% 16% Auto 2% 3% 5% 0% Consumer 2% 3% 8% 7% Other 0% 0% 0% 0% Total 100% 100% 100% 21% Note: Figures may not add due to rounding. Company estimates. Customer Profile ú Top 10% customers include Cisco, Hewlett Packard and Dell. Lucent is expected to be a 10% customer exiting F2000.* ú JBL added new customers in automotive electronics, wireless, consumer peripherals and european telecom sector.

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