Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 198.83

-0.8%

3:59 PM EST

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To: Fenton White who wrote (2256)	12/18/1997 7:37:00 AM
From: Caroline	Read Replies (2) of 6317

Thank you for the SEC link. Could you please narrow it down to a page number? I skimmed your previous posts: are you referring to 3Com's revenue weight? Sansone specifically said that 3Com's pre-announcement involved modem pieces that Jabil does not manufacture. In fact, Quantum's pre-announcement involved disk parts, and Jabil only does tape drive components. He said, in other words, "the pre-announcements by these companies have no effect on us." He also said that the only effect of Asian financial difficulties on Jabil is a possible, very small increase in income from Maylasian currency conversion. The 10-K shows no scary legal proceedings, no ridiculous debt... in fact the only new item in the latest earnings that stood out to me was that it cost Jabil almost dollar-for-dollar in costs what it earned in new revenue. So, the short question is, what's in the 10-K that bothers you? Thanks, Caroline

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