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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (39781)	6/23/2003 4:51:35 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 71611

Quick take on JBL and SLR CC: Both seeing stablization of business. Not confident to give guidance past one Q though. Both see strength in IT. JBL expect down in automotive next Q due to season factors. JBL saw down tick in PC. SLR saw slight up tick. Both see weakness in telecom. JBL thinks it is company specific though as opposed to sector wide. SLR saw strength in wireless (handsets) but weakness in wireline. In the case of SLR, wireless is about 35 percent of telecom revenue. SLR seeing strength in handsets despite industry slow down due to picking up business. SLR capacity utilization 58 percent. Both companies confident in win rate of current RFP's. Both seeing pockets of strength in consumer products. SLR see strength in set top boxes, but is not a diversified consumer products company. JBL has many consumer product lines, does not see strength in any one area. JBL expect consumer product segment to grow and even out due to its diverse product offerring.