SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Jabil Circuit (JBL)
JBL 196.60+2.1%Nov 21 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Creditman who wrote (4555)10/6/1998 8:14:00 PM
From: kolo55  Read Replies (1) of 6317
 
Conference call available on Jabil site.

jabil.com

I haven't had a chance to listen to the conference call yet, so I don't want to post much yet. The EPS was OK in the report, the balance sheet items came in about expected, but I thought revenues were a bit light. I wonder if they included much revenue from the new Boise/Bergamo sites (former HP plants)? The slowdown in the Scotland plant seems to have hit the revenues. I will check out the conference call for answers now, and post some comments later.

The forward looking statements and analyst revisions to FY99 earnings will tell the story for this stock. I expect analysts will be moving their estimate for the NovQ up from the current 38 cents after getting guidance from the company. Again the tone and questions in the call will tell a lot.

Paul
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext