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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: t2 who wrote (79003)6/19/2001 5:17:54 PM
From: Boplicity  Respond to of 99985
 
The below adds to the body of evidence on why the market will end up flat. Sure the bottom might be in, but we still do not have a clear picture of a recovery. I see JBL and the rest of the EMS companies as sieves for the high-tech market.

<<Jabil Circuit (JBL) 25.11 +1.54: -- Update -- On call, says it expects levels of production in Q4 to be flat to down 4-5% from Q3; expects revenues of $950-$1.05 bln (Multex consensus is $1.113 bln)... limiting its guidance to fiscal Q4 due to limited visibility... states that while the overall rate of decline has abated, its business profile over the next 90 days does not indicate any improvement in end-demand... JBL -0.39>>

The above from Beefing.com

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To: t2 who wrote (79003)6/19/2001 5:37:15 PM
From: Boplicity  Read Replies (1) | Respond to of 99985
 
here's more for our network discussion, which also leads to flatville. <g>

Message 15966450

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