Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 215.07

-1.4%

Nov 6 3:59 PM EST

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To: WTMHouston who wrote (5957)	2/14/2002 1:12:36 PM
From: patroller	Read Replies (4) of 6317

May I answer this one? The reason Jabil doesn't have the same problem as the other ecm's, is that they resisted buying up a lot of revenue that came with plants of their own. For the most part jabil pursued new programs that didnt have a building attached , the result is the new revenue kept their own buildings open at a higher utilization . The reverse is the case for those that were interested in top line growth.(samn slr flex cls). Look at flex they are going to bite the bullet and rebuild their company to be like Jabil's ,as smart as this is ,it will come at a price, time and money , whereas jabil is ready to go today at no costs. In fact they have three very large new programs ramping up the next two quarters. Hope this helps.Patroller

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