Jabil Circuit (JBL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Jabil Circuit (JBL)

JBL 213.73

-0.6%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Asymmetric who wrote (5830)	9/7/2001 11:09:37 AM
From: OldAIMGuy	Read Replies (1) of 6317

Hi Peter, Thanks again for your thoughts. Certainly the next quarterly report by JBL will be important. We may then get a feel for how much their customers' slow-downs are affecting Jabil. We'll also probably hear of new customers and business at that time. The balance will be very important not just to P/E but PEG. Companies do tend to lump lots of their long term problems into a short time span. If they know there's some dead wood in their system, they usually prune it during soft market times. The view is, "Well, we don't have any good news to report, so we might as well report as much bad news as possible and get it out of the way." I think this is happening with many of JBL's customers. We'll have to see if the Spring Cleaning attitude carries over to JBL itself. Best regards, Tom

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next