Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 210.78

+1.7%

Nov 28 12:59 PM EST

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To: Rev Paris Green who wrote (3397)	3/25/1998 1:30:00 PM
From: 18acastra	Read Replies (1) of 6317

3-COM channel inventory is under control. Read 3-COM news release. They explicitly delineate what target inventories are by product line, and where they stand. They are now within target on all product lines (6 weeks NICs, 7 weeks modems, 7 weeks systems). I also got UBS First Call note from a friend. The stock was downgraded by them, but not because of inventory. The issue w/ 3-COM primarily is valaution, which I completely agree with. UBS in their 3-COM note also indicated significant progress made on channel inventory. My opinion.

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