Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 202.63

+0.4%

1:41 PM EST

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To: Tim McCormick who wrote (4771)	12/15/1998 7:28:00 PM
From: Frank Drumond	Read Replies (1) of 6317

No I don't think this board has been rah-rah at all. There is huge growth in this market segment. I agree that the the PE is high, check out FLEX, even higher. However, the iron companies are dropping out of mfg like crazy. Yes, they've bought some of the growth, HP doesn't count mfg as a core competency. Same is true of lots of companies. Don't have time to dig out numbers but both revenue and earnings growth will be strong.... But don't take my word for it, go ahead and short it. You tell me what the projections should be.

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