Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 210.71

+1.7%

Nov 28 9:30 AM EST

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To: BenYeung who wrote (2413)	1/12/1998 8:56:00 AM
From: Fenton White	Read Replies (2) of 6317

On December 13 post 2068: To: +patroller (2068 ) From: +Fenton White Saturday, Dec 13 1997 1:14PM EST Reply # of 2414 JBIL does not "make" anything... They are component assemblers. I don't believe they own the rights to anything they assemble. JBIL lives or dies based upon price competition, demand pipeline, and A/R flow. Price competition example (200 pentium mhz motherboard Dec. 96 $1,109 versus November 97 $347) (166 mhz pentium Dec 96 $560 versus Nov 97 $274) source Marketwatch PCTODAY www.pctoday.com) For the 166 mhz example the board is 49% of Dec 96. A computer system fyi $1,678 Dec 96 versus $1,060 Nov 97 63% of Dec 96. It will be interesting to see if JBIL sends out any warnings in order to cushion their investors, or if they just say "surprise". ========================= Regards, Fenton

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