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: ccryder who wrote (1983)	12/5/1997 3:13:00 PM
From: Rob L.	Read Replies (1) of 6317

CCryder, that is the problem I am worried about. JBIL is building its capacity very quickly at a time when industry growth is slowing. Coms has a very big inventory problem so I would suspect that order for JBIL from Coms would decline sharply. Since Coms is JBIL largest customer at 21% of revenue, earnings and margins will have to be hit and hit hard. It will be too expensive for JBIL to carry significant inventory so to move it quickly it will be forced to cut prices. Right?

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