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Technology Stocks : Jabil Circuit (JBL)
JBL 213.73-0.6%Nov 7 3:59 PM EST

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To: Asymmetric who wrote (5742)1/9/2001 11:09:43 AM
From: rich evans  Read Replies (2) of 6317
 
Peter, the ECM's all say that their business is "supply chain management" so I guess the inventory issue is something they should be good at and paid for. I understand that most ofthe inventory risks are with the OEMs under the contracts. It is time for JBL to GO. A optical contract or acquisiton announcemnet I think would get it started.With Flex reporting next week and SCI on the 23rd, we should get a good read on how things are. Regards

Rick
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