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Jabil Circuit Inc. Message Board

  • jpizon jpizon Sep 16, 2004 9:16 AM Flag

    I love CSFB!

    I don't think shorting here is a good idea, not do I think long...hold on and just see what happens! What is funny...CSFB's remarks yesterday...I guess there was more risk than reward!! LOL

    "CSFB noted that Celestica (nyse: CLS - news - people ) and Flextronics International (nasdaq: FLEX - news - people ) were "better risk-reward options within the EMS sector at this point."

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    • And for some more grins here's what the CSFB genius had to say yesterday morning after CLS slashed it's eps and rev guidance. (Still waiting for thier "formal, new est's" ... it may take them a while to come up with some good spin on this "sector outperformer")

      From CSFB @ 6:37am Sep.15
      << Reit Outperform Celestica said that revs would be $2.05-2.15B vs. previous guidance of $2.25-2.40B; and EPS would be $.07-.11 vs. previous $.11-.17. The company attributed the miss to order reductions from its largest telecom and IT customers. We will formally publish new ests after the call; our initial take is that F05 numbers fall out around $.65-.75, down from consensus of $.90. Following downbeat comments at a competitor conference last week we believe the stock was discounting a miss, although probably not one this bad. >>

 
JBL
22.33+0.45(+2.06%)Dec 26 4:03 PMEST

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