Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 201.80

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Nov 14 9:30 AM EST

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To: kolo55 who wrote (5294)	9/13/1999 7:41:00 PM
From: rich evans	Read Replies (1) of 6317

Any thoughts on the news of SLR acquiring SMOD? It seems it changes or enlarges the EMS business and nature of outsourcing business and will be a challange for the JBLs etc. No longer will we be talking about primarily assembly, supply based management using global facilities but also SLR will have a lot of design/technology services capability and this will be added to their total service. Will this put others at a disadvantage, both other ECMs and more particularly what becomes of the OEM design groups if this service can be outsourced too? And wouldn't this greatly increase the outsourcing trends and business? Rich

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