Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 237.13

+2.8%

2:09 PM EST

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To: patroller who wrote (4033)	6/10/1998 9:01:00 AM
From: John Morelli	Read Replies (2) of 6317

Interesting viewpoint. One more reason why the leading ECMs are undervalued (besides basic fundamentals). However, the market places a premium on product development capability i.e., the ability to invent yourself so given that reality OEMs will likely enjoy some valuation advantage compared to ECMs. It would also be interesting to compare what portion of the profit pie ECMs enjoy vs OEMs.

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