Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 201.80

0.0%

Nov 14 9:30 AM EST

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To: Fenton White who wrote (2876)	3/7/1998 3:34:00 PM
From: moose	Read Replies (1) of 6317

Fenton, I thought around 50% of JBIL's sales came from CSCO, COMS and QNTM. To my knowledge the networking industry isn't switching to a just in time model. In fact CSCO, has been purposely building up their inventory. The only thing that bothers me about JBIL, is the rumor on QNTM having tape problems. If QNTM starts cutting back on it's orders then JBIL might be hurt by the second to last paragraph. Fenton, I agree with your analyst on the board makers in general. SMOD gets over 50% of it's revenue from CPQ and warned of future problems due to DRAM not even mentioning CPQ's problems. However, I still think JBIL is going down if the rest of the industry is going down like you said.

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