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Technology Stocks : Jabil Circuit (JBL)
JBL 211.00-3.8%Nov 11 3:59 PM EST

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To: patroller who wrote (5691)12/17/2000 4:01:30 PM
From: patroller  Read Replies (1) of 6317
 
What are Jabil's prospects for the future, data claims that 75% of the industries growth comes from new outsourcing. Therefore a slow down should not effect 75% of Jabils growth. Now what about the existing products made for OEM's? We know that Jabil is very picky about what products they are willing to make, We know that some of those products are slowing at maybe 5-7% less than expected, however they all most likely are the OEM's bread and butter, cream of the crop so to speak. We also know that there are those OEM's that have allocated more manufacturing to Jabil as a result of the slow down . We also know that just two weeks ago John Chamber said the they expect 50% growth this year and that is Jabils biggest customer. So let us assume that Jabil is impacted somewhat will it mean no growth not likely. We'll it mean instead of 55% growth they will experience 40% maybe. What we do know is Jabil will grow earnings higher that almost every company to invest in on both the NYSE and the NAS.So our prospect for going higher are better than 99% of the market. Sounds pretty good to me. jmho Patroller
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