golden griffin fund 1 sector information technology sub industry electronic manufacturing services ems jabil circuit inc jbl 10560 dr martin luther king n st petersburg fl 33716 www com nyse hold 30 28 36 32 highlights designs and manufactures board assemblies systems for original equipment manufacturers in the communications computer peripherals personal computers & consumer product industries fy ended 8 31 04 revenues rose to 6 25b net income totaled 166 9m up from 43m revenue 2nd 05 quarter was 72 billion compared with 49 million s customer base is fairly concentrated top three customers cisco philips electronics hewlett packard accounting 42 of 2003 sales less than 40 2004 if big cut back on spending it can have a great negative impact has been one faster growing companies average 25 during last few years unique operating model continuous flow work floors specific crews which distinguishes among competitors contract very competitive possible that could copy aspects
