Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: rich evans who wrote (980)	12/17/1997 2:08:00 AM
From: Asymmetric	Read Replies (2) of 2542

Jabil! Main thing was margins for Jabil did not deteriorate and remain highest in this industry/sector...which to me is a reflection of excellent management. The 5% sequential growth in revenues is not an issue as anyone who follows the stock knows that revenues should continue to ramp up from here with new factories, and assembly lines continuing to come on stream in 1998. The whole sector should rally from here...bigtime. And along with ECM sector, semi-equipment and tech sector should rally also. From Briefing.com Jabil Circuit (JBIL) 37 1/8: independent supplier of turnkey manufacturing services reports 1st qtr net of $0.49 a share, a penny above Street views and up sharply from yr-ago's $0.23 a share; revenues rose 57% to $319.51 mln....

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