Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 240.47

+0.9%

12:16 PM EST

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To: kolo55 who wrote (4029)	6/10/1998 12:31:00 AM
From: patroller	Read Replies (1) of 6317

Paul and to anyone interested in ja~aflex da index ,all joking aside thinking of the big picture consider this slr sci jabil flex has a total of 236 million shares outstanding, that it! Lets just say that in the market decided that the oem and the ecm were going to stand together inventor/manufactor almost as partners,(we already know this is happening)but the market doesnt quiet believe it,so now they do.So they say let own each partner 50-50 only they cant cause theirs no shares to go around, I MEAN DIG THIS csco and dell have 1,7 billion and that only two customers.Bottom line is that 6 or 7 ecm companys will be manufactoring product that should amount to 50% of the oems rev's,and I'd say that the ecm is at least worth 1/4 their of their customers market cap. at that point ,what Iam tring to say is that their just isnt enough shares availible ,when the market realizes the truth about this sector you better have some cause theirs a dam shortage <ggg> jmho patroller

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