Ive had some say you should post more,I assumed everyone had heard enough of my bullish comments,so for those that need a fix ,here go's I think we own a great company(think that way about flex also),I like jabil the best in the sector though bar none,why would I say that? Well I do for lots of reasons but one stands out more than anything else,here it is ,the best oem's and the best products are made by jabil(csco).
Everytime jabil lands a new customer csco matches the new biz with 20% of its own,this is very telling,nobody does that for any other ecm.further jabil gets the best products for reason and its not price.
Lets talk about the future,Get manufacturing is a big win a really big win ,I think it could ramp to 'bil in a year,so really its hard to get real excited about a 50% return the next 5 years,I think I'll go back to my books.bye patroller |
