Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 201.80

0.0%

Nov 14 9:30 AM EST

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To: riposte who wrote (5284)	8/30/1999 2:21:00 PM
From: rich evans	Read Replies (1) of 6317

I guess a question would be: With JBL's recent purchasse of GET with its 1 mill sq feet of volume manufacturing, and SCI's getting into TELCOM in a big way with its 1 bill dollar business purchased from NORTEL, and BHE's buying AVEX and building CPQ boards etc etc,,, Are we seeing a convergence in the business models of the leading ECMs such that our valuation parameters should also become similar and if so what should they be. What makes SLR making IBM boards so much more valuable then SCI making Dell Boards,CPQ boards or BHE making CPQ boards? Will the growth rates among the leaders start converging also in this competetive enviroment reinforcing valuation parity trends? Rich

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