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Technology Stocks : Jabil Circuit (JBL)
JBL 214.56+1.7%3:47 PM EST

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To: Sam who wrote (5124)5/17/1999 11:33:00 PM
From: patroller  Read Replies (1) of 6317
 
Sam I have some numbers in mind ,but they really dont matter,we know that nortel lu and many more are outsourcing and as stated alot of this is coming to reality in fact Iam sure the dealing is already done in some cases.

Anyway SLR has set the bar for some time ,we know that cant last , jabil should assume the leadership sooner or later (due to higher growth rate and more EPS)the bar is about 58 bucks,so its reasonable to expect both will beat that buy 15% after this report after all jabil has said the next 2 quarter would be 12-15% in rev.growth each .
So I think jabil moves rightfully so past SLR 5-10 bucks ,all this is without any new deals thrown in for good measure ,the facts are that jabil could growth 100% this next 4 quarters easy,so a forward muiltple of 50 would be a bargin.Amd thats what I think jabil is right now a BARGIN.jmho patroller
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