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Technology Stocks : Jabil Circuit (JBL) -- Ignore unavailable to you. Want to Upgrade?

To: patroller who wrote (5164)	6/15/1999 6:47:00 PM
From: Jeff Haas	Respond to of 6317

Patroller, I agree The Company said that growth rates for the fourth fiscal quarter MAY be less than previously anticipated due to last minute design delays on new products from two customers. The impact of these potential deferments COULD reduce expected fiscal fourth quarter revenue and earnings per share by as much as ten percent from prior expectations. It is anticipated that any growth delays on these new products would be recovered in the fall. According to guidance from the Company, growth rates for fiscal 2000 are positioned to exceed long-term growth objectives of 30 percent per year, based on currently booked business levels. "We are pleased to announce four new customer relationships added during the quarter and a new greenfield plant in Massachusetts to meet our Northeast production demands. With these announcements and the continued overall level of new business opportunity, we believe the outlook for the Company in fiscal 2000 is very favorable," Sansone said.

To: patroller who wrote (5164)	6/15/1999 6:49:00 PM
From: Jeff Haas	Respond to of 6317

I guess I was wrong about the new plant being built in Lowell, MA. It is in Greenfield, MA. Anyway, great news. They now have a presence in the northeast.

To: patroller who wrote (5164)	6/16/1999 11:29:00 AM
From: rich evans	Read Replies (2) \| Respond to of 6317

Well Patroller, Did you buy some more JBL?. I had an order in to buy but no execution yet. Keith Dunne talked about Jbil today on an interview and said that their were two design delays : a Notebook computer customer and Bay. He mentioned this would effect next two quarters. He mentioned the volatility in the sector and this should give opportunity for some trading profits while one keeps the long term hold on the core. He thinks we are only in the third inning of the growth game for the ECMs .He mentioned that CEO of Flex recently sold 10% of his holdings. Keith also likes APW a lot at its PE of 10 and 20% growth. Rich