Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 204.01

+3.5%

Nov 25 3:59 PM EST

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To: Rob L. who wrote (1981)	12/5/1997 1:06:00 PM
From: patroller	Read Replies (1) of 6317

Rob L. margin presure now their is something good to talk about.Where would that presure come from? The way I see it it has to come from two place's the oem's keeping the work for them self's.I think we agree that will not make them any money,so their out.It has to come from jabil's industry leader's sci,slr,flex,surely they beat them in the first place so sci slr,and flex would have to cut their already low margin's to do it,cheaper.Let's say they do, it would take at least 6mo to do so maybe longer and what would they cut 1/2-3/4% sci already make's only 2.5% slr about 4% or less,flex is try keep up with their customer demand they could not take on much,That leave's slr and sci and I don't see any presure for them.In fact their's only one company that can put presure on them and that's jabil. JMHO Patroller

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