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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 679.70

+0.7%

Nov 26 4:00 PM EST

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To: Return to Sender who wrote (28046)	9/8/2000 12:13:01 PM
From: Johnny Canuck	Read Replies (1) of 68327

They continue to upgrade the contract manufacturers. So demand appears to be good. The mix is an issue, but I assume telecom equipment is still strong . The quesition is what the forward guidance will look like. Given that Q4 is traditional strong for telecom equipment suppliers, it will be telling when the contract manufacturers report. ***************************** Jabil Circuit (JBL) 66 +1 127/256: Goldman Sachs initiates coverage with a RECOMMENDED LIST rating and price target of $85; key upcoming catalysts include what firm expects to be excellent top and bottom-line results in 4Q- to be reported on Sept. 19; as such, expects JBL's valuation will continue to expand and outperform the EMS sector as well as overall market during periods of both broader market weakness and strength. Flextronics (FLEX) 87: Goldman Sachs initiates coverage with a RECOMMENDED LIST rating and price target of $120; sees FLEX continuing as industry's clear-cut growth leader by leveraging a massive global footprint into additional large strategic relationships with leading OEMs. Celestica (CLS) 84 11/16 +13/16: Goldman Sachs initiates coverage with a RECOMMENDED LIST rating; says CLS has the scale, depth, and global presence of a Tier-1 EMS provider; solid top-line growth combined with margin expansion should generate industry leading EPS growth WorldCom (WCOM) 30 1/4 -5/16: JP Morgan initiates coverage with a LT BUY and a $47 price target; believes WCOM can grow at a fast and stable rate over next five years, with significant potential growth upside if company restructures its consumer and wholesale businesses; says WCOM is leading player in industry’s rapidly growing markets and is shifting its revenue mix toward high-growth businesses.

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