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: Paul T Springer who wrote (5324)	10/7/1999 9:43:00 AM
From: MGV	Read Replies (1) of 6317

Penetration into the total potential manufacturing outsourcing market, measured as a % of total tech, telecom, and datacom COGS, is still very low. It is early in the game yet (as evidenced by the fact that Goldman Sachs just recently initiated sector coverage). The cumulative COGS number is a moving target as well. Its the bottom of the first, maybe the top of the 2nd, in a game that could end up going extra innings.

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