Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 219.06

+2.5%

1:35 PM EST

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To: OldAIMGuy who wrote (5786)	4/17/2001 9:39:58 AM
From: Michael Hart	of 6317

Cisco inventory write-off: I believe if Cisco ( and their competitors) has written off (scrapped) a pile of obsolete finished goods inventory than they will need to replace that inventory with new products as quickly as possible. The end result would be extremely positive for solectron, Celestica, Jabil and others as Cisco and their competitors will be ramping up orders for the products that will be in demand later this year or early next. This may to simple a view.... Anyone else have any thoughts regarding this ? Thnx, Mike

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