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Technology Stocks : Flextronics International (FLEX)
FLEX 59.98+0.8%Nov 14 9:30 AM EST

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To: John Morelli who wrote (737)7/28/1998 10:20:00 PM
From: kolo55  Read Replies (3) of 1422
 
I believe FLEXF and JBL will outgrow SLR.

If for no other reason, they are smaller, and a new contract has more impact. Today, Jim Savage of Alex Brown said that he expects Jabil's revenues and earnings to double in the next 12 months. Of course, that's off an AugustQ that is expected to be pretty poor, only 32 cents per share.

Again, I expect FLEXF and JBL will both be earning 70-75 cents per quarter by next fall, and I don't think SLR will be doing that, unless they have a terrific growth year.

Paul
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