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Technology Stocks : Jabil Circuit (JBL)
JBL 210.71+1.7%Nov 28 9:30 AM EST

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To: moose who wrote (3230)3/17/1998 9:09:00 PM
From: WTMHouston  Read Replies (2) of 6317
 
<<IMHO (which seems to be worth sh_t lately)!>>

Dito for many of us here, myself included....we were on base with the earnings but didn't figure that if they made earnings this Q, that they would also warn going forward - especially in light of the boasts earlier this year....only 1/2 of the pie will cost many of us in the short term....

I still wonder how Sansome could have said they expected 30% annual growth this year (which would have been ~7.5% this quarter) when they were in the middle of a quarter that was running less than 1/2 of what they expected..unless they have been back loading quarters and didn't know that the back end wouldn't be there this time until it didn't happen....but then, why wasn't the back loading ever disclosed - it sure seems material to me and would have made SLR's warning have more meaning.

I wonder if we should treat the warning with as must trust as we treated the rosy picture....or maybe this time we should believe them.

For me, it is now IMNWSO....

Troy
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