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 197.06

+0.2%

Nov 24 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rosemary who wrote (3754)	5/8/1998 11:32:00 AM
From: kolo55	Read Replies (1) of 6317

Key to ECM revenue growth is outsourcing trend. I don't think Jabil is planning to acquire a company. Jabil is probably looking at any number of deals out there at this time, to acquire a plant(s) from an OEM, along with the business. These deals are often at 50% or less of annual revenues, and historically these deals in this sector have been very profitable and the key to 30+% growth. The fact that Jabil up to now has grown without external acquisitions is quite good... but look at companies like SCI, Solectron, Celestica, Flextronics, and DII Group. They grew so quickly by purchased outsourced operations from OEMs. This model works, and some really good businesses may be getting outsourced at this time. Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next