Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: 18acastra who wrote (1447)	4/22/1998 6:58:00 AM
From: Asymmetric	Read Replies (1) of 2542

Agreed Jabil is very good buy here in my opinion. Jabil used to sell at same price or a premium to Flextronics. But at some point in the not too distant future Jabil will once again close the gap, or divergence that has opened up between itself and Flextronics. They are fairly similar companies with similar prospects, so whenever one gets priced out of line with respect to the other it becomes opportunity. As they say in basketball: "This one's a layup."

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