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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (23726)	3/18/1999 10:48:00 AM
From: Tony Viola	Respond to of 77398

Another piece of data that is positive for Cisco came out today...Jabil (printed circuit boards, etc.) CEO was on CNBC this morning. Came out that Cisco is, and has been 20% of their business and 3COM is 5% but had been 18%. He said that Jabil's top line was up 61% YOY, which makes Cisco's purchases from them up by the same amount, YOY. The explanation on 3COM's drop was that their 10 Base T and 100 Base T orders were strong, but Jabil just couldn't keep up. Couldn't psyche the 3COM one too well from the numbers, but the Cisco case clearly indicates big growth for Cisco, at least where Jabil's PCBs and other assemblies pertain. Tony