Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 218.17

+4.3%

Nov 5 3:59 PM EST

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To: Asymmetric who wrote (6037)	6/19/2002 11:29:02 AM
From: rich evans	Read Replies (1) of 6317

Peter, I wonder if we are seeing a beginning and it may be to early to jump in but maybe bearish is also incorrect. JBL IMO signaled that the new outsourcing/deals it was getting and seeing was now adding to growth and not just replacing the downturn in its business from previous quarters. Customer forecasts were all holding with no cancelations and a stable albeit mostly flat organic enviroment. But with the new business, the EMS story was beginning to emerge again. OEMs were now outsourcing more and closing plants, something they had been reluctant to do before. Anyway, I think I saw a shift in the EMS tide plus penetration into new areas like the 40 bill autoelectronics market. JBLs Q4 growth overall and in sectors is due to new business. Some of it maybe a shift but a lot is new outsourcing it seems. Rich

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