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Technology Stocks : Jabil Circuit (JBL)
JBL 246.75-1.8%Jan 20 3:59 PM EST

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To: kolo55 who wrote (4041)6/10/1998 8:14:00 PM
From: John Morelli  Read Replies (1) of 6317
 
It appears to me that this sector will increasingly be dominated by only a few players. If so then the future ECM leaders will have more bargaining power in negotiations with OEMs and therefore more flexibility in pricing. JMHO

PS.

Flextronics just announced a deal to produce printers in Europe for HP. I guess this means that JBL will have to share the business.
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