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

To: patroller who wrote (5518)	3/24/2000 8:38:00 AM
From: MGV	Respond to of 6317

CSFB Note End Market F2Q00 F1Q00 FY00E* Seq % Chg Comms. 47% 40% 45% 32% Peripherals 29% 35% 22% 0% Computers 20% 21% 20% 50% Subtotal Comp. 49% 56% 42% 16% Auto 2% 3% 5% 0% Consumer 2% 3% 8% 7% Other 0% 0% 0% 0% Total 100% 100% 100% 21% Note: Figures may not add due to rounding. Company estimates. Customer Profile ú Top 10% customers include Cisco, Hewlett Packard and Dell. Lucent is expected to be a 10% customer exiting F2000.* ú JBL added new customers in automotive electronics, wireless, consumer peripherals and european telecom sector.

To: patroller who wrote (5518)	3/24/2000 1:13:00 PM
From: Nevin S.	Read Replies (1) \| Respond to of 6317

Repost of my message on Yahoo. Prudential highlights from analyst meeting.... New report on JBL on Multex... by: Nevin_S 3/24/00 12:25 pm Msg: 18760 of 18765 Prudential report based on annual analyst meeting held yesterday. "Company indicated that acquisitions continue to be a key focus and intends to aggressively pursue large, accretive acquisitions that could augment its top-tier OEM customer base, geographic presence, or technology capabilities." "We believe that JBL is among the best positioned EMS companies due to its strong management team and superior supply chain management capabilities, and remains well positioned for a number of large OEM asset divestitures. " They seem to think the company is fully valued at $88 therefore think upside is limited in the near term. They do go on to say "We would look for a significant OEM asset acquisition announcement to serve as a catalyst for the shares"