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Technology Stocks : Jabil Circuit (JBL)
JBL 208.63-3.0%12:01 PM EST
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To: OldAIMGuy who wrote (5946)2/10/2002 10:26:38 PM
From: maroon   of 6317
 
my main reservation about JBL short term is how highly leveraged they still are in the telecom arena.

CSCO, LU, and MONI probably make up 50-60% of revenue at least from what I remember. None of these guys are looking to rebound any time soon.

if a second half recovery does not materialize sub 15 is possible.

of course the other wild card would be a large aquisition to bolster growth immediately. But that's what we thought MONI was a year ago.

still holding my cash (and a lot of old JBL shares too!) for now.
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