Jabil Circuit (JBL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Jabil Circuit (JBL)

JBL 207.21

+1.6%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dr. Doktor who wrote (2883)	3/9/1998 11:05:00 AM
From: Ben Nildus	Read Replies (1) of 6317

Solectron report next Monday, March 16th after the close and we will know the full story then but it looks like it has something to do with the following. Computer Makers' Inventory Levels Swell techweb.com . Compaq has 20 times more Pentium and Pentium Pro desktop-PC inventory than Hewlett-Packard, and five times that of IBM, according to spot checks of seven distributors' online systems. More specifically, Pentium and Pentium Pro desktop-PC inventory from the spot checks indicate HP has approximately 9,500 units in stock while IBM has 46,000 desktops. Compaq, by comparision, has 200,000 units. . Wall Street's wrath has been swift. Financial analysts from Merrill Lynch and Salomon Smith Barney downgraded Compaq's rating last week in response to reports of building inventory levels in the channel. PC Inventory Blip Causes Intel's Problems techweb.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next