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: Michael H who wrote (5733)	12/20/2000 5:58:05 PM
From: rich evans	Read Replies (1) of 6317

Growth will save us with JBL and the rest of the ECMS. Component shortage for JBL was only in one specific ASIC so not contrary to SLR. Outlook for Q2 was inventory adjustment only in few customers and not a demand problem based on thruput shipments on 35 % of their business. SLR said networking,telecom experiencing strong growth. So JBL would be also IMO. 33% growth in Q3 sequentially would be a make up growth as this is huge in one quarter and then 16% above that for Q4. So I believe stock will recover nicely and just got stock in the vortex of this bear market.REV Growth overall for 2001 40% and at least 30% indicated for Q2 minimum which is alway the long term forecast. A paired trade selling SLR and buying JBL looks good to me. JBL hinted stronly they would also be doing an acquisiton soon which will move up results IMO. Continuing to expand capacity with Mexico coming on line and Hungary ready. This is my take on CC. Small 100-150 reduction in Q2 is just normal variations in business and can't understand these huge reactions in value of stock. But does create opportunities IMO (Blue Light Specials) Would like to hear Patrollers take. Keep the Faith. Rich

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