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: Asymmetric who wrote (5323)	10/7/1999 12:43:00 AM
From: rich evans	of 6317

JBL is my largest holding now and I am long term core on this stock but I am not so optimistic as Patroller. As the ECM companies grow much larger, and as I posted earlier, I think their margins will converge to around a net 3% and valuations converge and SCI PSRs are a better standard of what to expect. Paul K's past valuations standards if I recall were in the 1- 1.2 PSR range and the last Merger Prospectuses I read discussed similar valuations for Tier 1 ECMs. But with the rev growth anticipated this will still be very rewarding. It is interesting how much press there is now talking about ECMs when we have been discussing it for almost 2 years. Rich

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