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

To: Return to Sender who wrote (5871)	9/22/2001 7:07:52 PM
From: rich evans	Read Replies (1) \| Respond to of 6317

Good JBL notes. Another thing they said was that of the 4.5-5 bill of revs for 2002, 50% was new business ramps/vendor consolidation; 25% would be from current acquisitions mainly intel and marconi; and 25% from end market recovery, both end user demand and abatement of inventory problem. The question is whether the secular trend toward outsourcing will create more deals to increase the revs over the base numbers given. And what ROIC or margins are to be expected and applied to these base numbers and new deals especialy with better loaded plants. JBL in my opinion could beat they projections with new deals . But the analysts seem divided with some cutting and others upgrading. And finally would JBL be better then its peers. SLR is 50% cheaper on a price and PSR basis i.e. And flex was talking about 40% growth and may outperform. And the SCI/SANM merger may be a comeback story. Their telecom will be only 50% after the deal versus 75% now and JBL is saying they will be 60%. Maybe we should kiss them all ? Rich