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

To: Ron Kory who wrote (4338)	7/18/1998 2:08:00 PM
From: agrove	Respond to of 6317

Does anyone have any insight into the level of demand for current business at Jabil. All I can offer is that QNTM anounced improvements in the DLT tape inventories and COMS was recently upgraded to a strong buy. I think this could indirectly be helpful, since Sansone noted that a single communications product line had fallen off ast Q earnings report. With the way CSCO is going, it seems unlikely its CSCO. But JBL has so many customers its hard to judge where they might be. I guess we have to wait and hope that existing customers are doing ok. Then if we can get a boost from new business customers, the stock should perform well. Good luck to all the JBL shareholders.