Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 217.08

-0.5%

2:38 PM EST

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To: patroller who wrote (5995)	3/20/2002 9:48:34 AM
From: Return to Sender	of 6317

JBL benefitting from secular outsourcing growth Wednesday March 20, 6:00 am Eastern Time biz.yahoo.com My notes: This year the company is expected to show strong sequential growth due to higher levels of outsourcing from companies like HWP, CPQ, including a new server program, a new customer in Italy and closing of the Alcatel deal leading to 1 billion in revenues in the 4th quarter. The next two quarters will show increased revenues and earnings even if end market demand does not pick up. This quarter JBL was 1 cent over guidance due to good expense control. Next quarter expect a 2 to 5% increase in sales coming up for 3rd quarter of $825 to 855 million leading to 11 to 13 cents per share earnings then 14 to 19 cents ($1 billion in revenues) for the 4th quarter leading to steep sequential growth in earnings and 45 to 50 cents in earnings overall. According to the guy doing the story JBL's stock is more expensive than most but it's a fairly good investment in relationship to the earnings potential of $1 to $1.5o per share in a year and a half. From Briefing.com: 09:48 ET Contract manufacturers lift on JBL earnings/guidance Sector heading higher this morning in reaction to positive earnings and upward guidance issued last night by Jabil (JBL +7.6%): FLEX +1.9%, SLR +1.8%, SANM +1.4%, CLS +1.3%. RtS

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