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To: Johnny Canuck who wrote (36506)	3/20/2002 1:58:41 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68046

ATYT, COMS, PALM, SLR and MU report in the next two days. COMS will give indication of networking demand. ATYT and MU will give early indication of PC demand. SLR will confirm JBL sector information. This is starting to get pretty bad, very few posters on SI or YAHOO taking the time to actually listen to the CC and post commentary anymore. Not knowing the fundamentals is a little like fighting with one hand behind your back.

To: Johnny Canuck who wrote (36506)	3/20/2002 9:06:03 AM
From: Return to Sender	Respond to of 68046

Harry I have not listened to the JBL call yet but I did listen to the ON24 update after the call: JBL benefitting from secular outsourcing growth Wednesday March 20, 6:00 am Eastern Time biz.yahoo.com This year the company is expected to show strong sequential growth due to higher levels of outsourcing from companies like HWP, CPQ, including a new server program, a new customer in Italy and closing of the Alcatel deal leading to 1 billion in revenues in the 4th quarter. The next two quarters will show increased revenues and earnings even if end market demand does not pick up. This quarter JBL was 1 cent over guidance due to good expense control. Next quarter expect a 2 to 5% increase in sales coming up for 3rd quarter of $825 to 855 million leading to 11 to 13 cents per share earnings then 14 to 19 cents ($1 billion in revenues) for the 4th quarter leading to steep sequential growth in earnings and 45 to 50 cents in earnings overall. He said JBL's stock is more expensive than most but it's a fairly good investment in relationship to the earnings potential of $1 to $1.5o per share in a year and a half. RtS