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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (44405)	1/23/1999 3:47:00 PM
From: SeaViewer	Read Replies (1) of 132070

MB: You are absolutely right. JBL does a smart thing. If you look at IBM' balance sheet, you will find IBM' book value is the same as one year ago. I am now trying to figure out how much revenue JBL needs to offset the dilution problem. If it issues 4-5 million shares, the management needs 10-12 million extra net earning. At 4%-5% net margin, it needs 200-250 million extra revenue a year. Jeff Jeff, I have puts on Jabil, but I have to give them credit for being a smart co. vs. the rest of the tech scammers. They are issuing stock when it is grossly overpriced, and buying in debt which would probably see higher interest rates in the future. This is just the opposite of the slimers who issue debt to buy back stock, putting their shareholders' money at big risk in an attempt to nail down bonuses in the short run.

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