Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 221.21

-0.5%

Dec 15 3:59 PM EST

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To: moose who wrote (3655)	5/3/1998 6:34:00 PM
From: 18acastra	Read Replies (1) of 6317

SLR does not have more consistent earnings than Jabil, I believe they are in fact less consistent. SLR gave the same downward guidance last quarter that JBIL did and hacked their forward estimates. SLR also has a histiry of sporadically exceeding and missing estimates, but generally shows good growth trajectory. SLR had peakead at about $45 prior to the downward guidance and cutting of estimates by 15/20 cents. Now it is at a hgiher price than it was previously at. Its multiple has actually expanded off of downward earnings guidance. Go figure. Jabil had peaked at about $52 prior to negative guidance. Now is about $37. I believe SLR may get a higher multiple over short term because of size/investor familiarity, but that is only by virtue of Jabils ridicuosly depressed multiple. Jabil will get back on investors radar screens and things will ultimately change-at least that is my bet going long Jabil/Flex and short Solectron playing fast growth/low multiple against slower growth/higher multiple. My opinion.

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