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To: Road Walker who wrote (94171)12/16/1999 7:24:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
John, Jabil, they've come a long way for a printed circuit board manufacturer. Run rate about 2 billion a year. That is great sequential growth; things are good.

Another subject, Briefing is showing Intel's next earnings report date as Thurs., Jan 13. Intel's done Tuesdays for as long as I can remember. Changing the pattern? Maybe a couple days contingency for Y2K? Surely Intel could make that up with overtime, no? Anyway, I'm willing to giv'em a couple of more days.

Tony



To: Road Walker who wrote (94171)12/16/1999 10:59:00 PM
From: Ibexx  Respond to of 186894
 
John,

Thanks for posting the Jabil news article. In the past I have successfully used Jabil's earnings/revenues as a proxy for Cisco's numbers. As you recall, the latter's report date is 2-3 weeks after those of INTC & MSFT etc.

Regards,
Ibexx


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