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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (52238)3/17/1999 1:54:00 PM
From: 18acastra  Read Replies (3) of 132070
 
Response to your somewhat ill-informed/backward looking commentary on Jabil:

Message 8366701

If you don't like Jabil, you should really hate SLR, as their P/E is 7 points higher, they are growing 5%-10% slower, they missed thier top-line by $75mm of revenue in the Q just reported (Jabil beat by $15mm), and they are relying on acquisitions and the economy to hit their numbers, whereas Jabil has a giant backlog of new programs ramping that already get them above Wall Street guidance, and new acquisitions represent upside.
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