Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: patroller who wrote (1403)	3/27/1998 12:18:00 PM
From: rich evans	Read Replies (1) of 2542

The weakness in JBIL raises some interesting comparison questions on this stock. FLEXF and SLR are doing much better even though SLR outlook reported was to be flat for 2 quarters also. I was wondering if JbIL perceptions may be negative because it has much fewer customers and the top 5 represent much of their business and these top 5 are the CPQs ,Gateways, Dell which are under inventory and/or pricing pressure.If they are going to sell these boxes so cheaply ($500)as reported on CNBC it would seem that JBILS customers would demand lower pricing which could impact JBILs fine margins.SLR and FLEXF being heavier into TELCOM business would be in a much more favorable position it would seem. As "knowledgable one" on JBIL what do you think? I don't own JBIL but was looking at it and options today but am thinking it might be better to stick with FLEXF. The margins and tax rate bother me with FLEXF. It would seem these honeymoon tax rates will end in the future and the margin improvements expected will just go to pay different governments. I think the best stock for a "core holding" could be SLR. Rich

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