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Technology Stocks : Jabil Circuit (JBL)
JBL 196.60+2.1%Nov 21 9:30 AM EST
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To: Rosemary who wrote (3318)3/18/1998 5:23:00 PM
From: Douglas V. Fant  Read Replies (1) of 6317
 
Rosemary, I picked apart HDCO's customer list last week. I was surprised to find that 34% of HDCO's revenues came from major telecommunications customers including Lucent and Northern Telecomm. Since HDCO manufactures for JBIL, I wonder what part of JBIL's customer base is not linked to the boxmakers... Let me see if any SEC filings list major customers....

Sincerely,

Doug F.
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