Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 211.00

-3.8%

Nov 11 3:59 PM EST

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To: WTMHouston who wrote (5577)	5/31/2000 11:12:00 AM
From: MGV	of 6317

The charts make it very clear that CLS, FLEX, and even SCI outperformed JBL by a fairly wide margin over the past 50 weeks. SCI had an easy compare after it tanked last spring due to poor relative performance and its overweight PC business mix. CLS and FLEX grew much faster and outperformed in my view because of their aggressiveness in a phase of the outsourcing lifecycle when it pays to be aggressive. That is not to say JBL shouldnt have had a place in a portfolio. As Tom points out, the Beta of JBL was far lower over the past year. For those who like growth and are somewhat more risk averse, JBL may have been the top pick in the outsourcing industry. It is not the fastest growing however.

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