Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote (987)	12/17/1997 7:39:00 PM
From: 18acastra	Read Replies (2) of 2542

Think I got the answer to my own question: Jabil is the likely suspect for Next Level set-top boxes. The Next Level announcement indicates 5mm-10mm set-top boxes over the next 3-5 years. Being conservative, assuming 5mm boxes over 5 years at $50/box mfg. cost = $50mm revenue/year and at $100/box mfg. cost =$100mm revenue/year. Unfortunately, my price/unit data is a blind guess. Do you have any insight/guesses here (also not completely positive that it is Jabil who does set top boxes). The other issue is whether or not this business is already included in the revenue/earnings guidance Jabil has been giving out or if it is incremental. I have no idea about this either. Wonder if Flextronics opportunity with Web TV is similar? My opinion/guess.

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