3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

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Nov 7 11:47 AM EST

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To: joe who wrote (17565)	6/16/1998 11:21:00 PM
From: Steve Porter	Read Replies (2) of 45548

Joe, OK -- Start over.... >>Just what the hell does COMS buy from these guys?<< It's the other way around. Jabil contracts out work to COMS. Here's a blurb of what Jabil does: Joe, one of us isn't reading something correctly... Jabil's major customers include Hewlett-Packard, 3Com, and Cisco Systems (more than half of its revenues come from telecommunications clients); I read all of that as saying some production was pulled in house by one of their customers and that they no longer needed to contract it out to Jabil. My guess would be HP actually since they are pulling a lot of the LAN type cards and production back in house. But since they said communication company I would guess it maybe COMS.. like I said before because they are unstuffing the channel (if they did indeed yank back all the old modems (x2) then they would have had their production numbers cut back and that would have hurt Jabil. Steve

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