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


To: Asymmetric who wrote (3931)5/26/1998 7:14:00 PM
From: P Wright  Respond to of 6317
 
Thanks for the interesting post; Jabil may be best treated as a Rip van Winkle stock go long now then check the share price in a few years and forget about the interim gyrations.



To: Asymmetric who wrote (3931)5/26/1998 9:40:00 PM
From: patroller  Read Replies (1) | Respond to of 6317
 
Peter thought I would look to the future rev's for jbl in about 12-18mo's from now ,here go's 4x340mil=1,360mil x 25%=340mil(rev growth ) add hwp 650mil dell 500mil lucent400 mil=total 3,259 bil x 5%netprofit=162,5 mil divide by 40mil shares=4.06 w/pe of 25x's=101.5 I'd say not bad ,further those kinda numbers are going to make todays seller sick not to mention outta work.til tomorrow patroller



To: Asymmetric who wrote (3931)5/29/1998 5:38:00 PM
From: Nevin S.  Read Replies (2) | Respond to of 6317
 
I have a conspiracy theory which you may be able to validate. Intel announced today that its is delaying production of their new Merced chip which was supposed to go into work stations including Hewlett Packard's. If the chip is delayed and companies delay purchases of work stations, would this impact JBL's revenues? I guess what I'm asking is, does Jabil assemble or manufacture components that go into work stations for HWP?