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

To: ccryder who wrote (3046)	3/14/1998 12:44:00 PM
From: Michael Ohlendorf	Respond to of 6317

I just finished reading the transcript of the CNBC Squawk Box interview with JABIL's president Thomas Sansone of December 17, 1997 (http://www.jabil.com/ir/sansone.htm) again. Mr. Sansone sounded very upbeat that the company is on track to achieve its 30% annual growth rate and that the Asian crisis was not going to have any negative impact on results at all. In fact that was one of the most optimistic outlooks for the next quarter I have ever read. If Mr. Sansone can deliver on Tuesday he will be my hero. Anything around .49 (can even be a few cents below) or above and the stock will shoot up to the 50-60's in my opinion. Important is that the result shows that 30% growth is achievable this year. Does anybody know how many customers they currently have. I think I read the number 16 somewhere. Can not find it however. In the 1997 annual report they say 12 customers. Also, does anybody have more information if the production is already up and running in the three new facilities in Malaysia, Mexico and Scottland ? Any news about the Gateway business ?

To: ccryder who wrote (3046)	3/14/1998 4:01:00 PM
From: Rosemary	Read Replies (2) \| Respond to of 6317

CCryder, Not all the time, they may be comfortable with what they have estimated. This is good for us because (and it doesn't happen all the time) but they don't get everything from the CFO, and they are nicely under the actuals. A nice surprise for us. Not our fault the analysts don't do their homework. The last conference was during JBIL's quiet time, how much they can say, I don't know. I do know that during this time, if some contrary to the truth rumor is going around, companies forget all about quiet time.