Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 207.21

+1.6%

3:59 PM EST

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To: Lee Martin who wrote (3035)	3/15/1998 2:39:00 PM
From: moose	Read Replies (1) of 6317

I hear everyone talking about LU. LU's last Q was a give me. If you remember back companies like DATM in the cellular area were warning of earnings because of LU's new accounting methods. Example. If LU was holding DATM inventory, DATM would be held accountable for it not LU. Now in the Q before all that inventory was billed to LU not DATM. Of course LU's Q was going to be great but I bet the year over year in nine months will not be nearly as hot. With companies like CPQ and IBM needing to out source in order to stay competitive, JBIL stands to gain alot in the coming year. GTW is a prime example of this. To answer someones earlier question, I would rather own JBIL than CPQ. I would rather own a company that stands to gain from CPQ problems than to buy into their problems. CPQ at these levels is still trading at a higher multiple than JBIL and is growing at a slower rate. CPQ is also a much bigger company than JBIL and logically couldn't continue to grow at the same rate as JBIL. Looking to load up on some JQBDI's and maybe some JQBCI's for this Q. Good Luck!

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