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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Challo Jeregy who wrote (33548)	3/20/2003 6:40:24 PM
From: Jorj X Mckie	Read Replies (4) \| Respond to of 57110

The contract manufacturers should be watched carefully ==================================== 16:23 ET SLR Solectron matches estimates; updates guidance (3.41 -0.07) Reports Q2 (Feb) loss of $0.01 per share, in line with the Multex consensus of ($0.01); revenues fell 5.3% year/year to $2.82 bln vs the $2.93 bln consensus; Q3 guidance is for sales of $2.6 to $2.9 billion, and for pro forma net loss of $0.01- $0.04 per share -- Multex consensus estimates are for earnings of $0.01 per share and revs of $3.08 bln respectively. From yesterday.......... 16:07 ET JBL Jabil Circuit matches estimates (17.29 -1.27) Reports Q2 (Feb) earnings of $0.16 per share, in line with the Multex consensus of $0.16; revenues rose 39.4% year/year to $1.15 bln vs the $1.15 bln consensus; expects Q3 revs of $1.20 billion to $1.24 billion; sees core earnings per share of $0.17 to $0.19 per diluted share -- Multex consensus estimates are $0.18 per share and $1.21 bln respectively. SANM reports 4/18 FLEX reports 4/25