I haven't posted that much lately,however I have been asked to do so,why I don't know guess some like to hear me talk.<ggg>
As I have said "all is well cause all is well".Well the fact is that jabil continues to prove me right ,everytime theirs appears a bump in the road, management already has in place a sound style of forward looking progress in their business model,to swallow up the difficulty and make it seem nonexistent.The important thing is what does their customer's think of them,csco copied jabil cell system,hwp gave jabil the lazer printer biz(ecm's best deal so far)dell dumped slr and sci for jabil,nortel gave all the bay manufactoring to jabil which is the highest margin bis they have,qntm made jabil their sole source supplier for the dlt as we know qntm would be dead without it.LUCENT is next to vote they have already pick jabil aa a top teir supplier.
So as you can see that these are the annalist that really count,they will shape jabil and your futures investment,HAVE YOU SOLD your stock?Are you waiting for a good buy?Have you looked else where for a better stock but cant find one?Why dont you consider investing like CSCO LU DELL HWP GTW NORTEL QNTM to name a few,they selected jabil not because they are the cheapest,not because they like the name,they picked jabil because they are the most efficient manufacture in the world with the least defective parts,they pick them because they have the best management in the ecm industry,bar none.
The GET deal is really huge ,it does two important things 1.cancels the argument that jabil doesnt deserve a muiltple like Slr ,because they dont have enough customers 2.gives them a truly global presents.jabil alredy had a 45% growth in the bag,who's to say GET didnt too ,infact they could grow a hundred % easy next year,more over they probly have atleast 35-50 mil in operating capital,all this is jabils now.
In any case you have the long weekend to reconsider,to buy or not to buy? patroller |
