Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 213.73

-0.6%

Nov 7 9:30 AM EST

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To: Asymmetric who wrote (5855)	9/18/2001 9:01:33 PM
From: patroller	Read Replies (3) of 6317

HI Peter Are the Ecm's still in vogue? More so in these time, I'd say. Lets say that almost everyone will Outsource in the end. What are the negatives? Excess inventories, so far they belong to the OEM's. Time to market, well that is what drives the ECM sector, speed. Couple that with only a handful of ecm's making everything for everybody and you get higher margin's and power for your best customers. AS for jabil going to the single digits ,maybe but their market cap. would be so low they could buy back the whole company with cash. Patroller

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