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

To: John Morelli who wrote (3460)3/27/1998 11:28:00 PM
From: William Nelson  Read Replies (1) | Respond to of 6317
 
Re: effect of computer slowdown. I don't think anyone's predicting a unit
slowdown are they? which is what seems relevant for jbil. On the contrary, if jbil is the low-cost producer, a squeeze on computer makers could push even more business their way. Commoditzation of
the pc seems to me one of the main reasons to own jbil.

In a sector growing like this one supposedly is, the best should be able
to post sequential growth just by adding new customers, even if
some current business declines a little. This is what I'm hoping
for from jbil...if they don't deliver I'll think about selling.



To: John Morelli who wrote (3460)3/28/1998 12:45:00 AM
From: C.C.  Respond to of 6317
 
I think JBIL's exposure to the PC used to be more than 50%. I think I remember something about them stating they were going to diversify more. Isn't more than half their business with the networkers now? I have confidence in the management at Jabil and believe they will keep their earnings growth long term. What doesn't have a circuit board in it these days? There is business all over the place, all they have to do is go get it.

C.C.


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