Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 202.32

+0.2%

3:22 PM EST

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To: Robert G. Harrell who wrote (5381)	11/23/1999 12:27:00 PM
From: rich evans	Read Replies (1) of 6317

JBL showing some weakness. A little more< $65 and may pick up some more. Flex CEO , Marks talked about reasons for DIIG deal. Flex was turning down business and had capacity limitations as well as people. Where does JBL stand on this? Flex decided to move fast instead of slow to get more capacity and more talant including engineering. Would BHE be a good fit for JBL? I know AVEX part of BHE is only running at 50% capacity right now.But the locations,equipment, IT are all another matter. Bhe does have engineering talant. But it would vault JBL up on gross revs by $2 bill but would it be strategic? Anyway capacity seems to be a problem in all the top tier player. But JBL just bought GET so maybe they have the problem of capacity, size solved to some extent. Rich Rich

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