Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: 18acastra who wrote (966)	12/16/1997 9:22:00 AM
From: Twombat	Read Replies (1) of 2542

18acastra, I had read that Cisco is moving into sales to small to medium sized customers who purchase in more of a retail pattern (less planned spending that their current client base) and that they would need to carry higher inventory levels to service this client base. (I will attempt to find the report again) It sounds as if the inventory build was positive for revenue growth prospects and misinterpreted by the market. It also looks like a plus for Jabil. Looks like Solectron delivered us good news yesterday. Best regards, Twombat

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