High Tolerance Plasticity Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : High Tolerance Plasticity

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (3315)	4/13/2001 5:10:36 PM
From: rich evans	Read Replies (2) of 23153

This Jabil story is strange. These companies specialize in supply side management for their customer OEMs. They provide services not product.(Manufacturing services)Their margins are small and they take no inventory risk. They couldn't and still exist at such low profit margins. So their inventory is the OEMs responsibility. Also Jabil outsources their enclosures. In the CC I have listened to, inventory is being reduced and sell through should start occuring in Q3 so at that point demand will control. We will no more after the current ccs I guess, but I think Q4 is looking up for most companies including Jabil and maybe this is what the market is responding two. But then.. Rich

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next