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Politics : High Tolerance Plasticity

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To: chowder who wrote (16637)	9/18/2002 11:11:56 PM
From: CommanderCricket	Read Replies (2) of 23153

Dabum, I know the company very well and have spent a good deal of time chasing my Cisco business with them. Jabil is an interesting case due to their exposure to Cisco (a good thing). They shouldn't get hit as hard as SLR or SANM with their heavy exposure to LU and NT (a bad thing). The issue you should be concerned with is Jabil's relationship with Marconi. All of those Marconi plants are now almost useless, so I'm not sure how that will play. I would be very surprised if Jabil is profitable for the next 4 quarters. BTW: SANM is not going to make it. SLR has the zero's to work out soon, thus the $2 and change stock price. Good luck - Michael

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