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To: Johnny Canuck who wrote (45990)	12/22/2009 6:17:55 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 71160

seekingalpha.com JBL Conference call. Key points 1) Next quarter will be down sequentially less than in the past indicating continued strength across some business segments continuing and also reflecting the low base EPS is coming off of. 2) Strength indicated in network with some push out in revenues due a component shortage for one customer 3) The shortage does not appear to be expected to continue 4) General strength in semiconductor demand was mentioned, confirming reports from semiconductor companies 5) good strength and q-q growth in medical devices and instrumentation 6) sees a slow steady growth as opposed to strong explosive demand in any one sector 7) No guidance on what new programs are coming on line, just that some are No really outstanding piece of news in terms of strength in specific sector. Interesting that management perceives the worst of over and looking ahead to slow growth overall