Jabil Circuit (JBL) Message Board

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Technology Stocks : Jabil Circuit (JBL)

JBL 198.83

-0.8%

3:59 PM EST

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To: Skeeter Bug who wrote (5030)	3/19/1999 1:11:00 AM
From: kolo55	Read Replies (1) of 6317

Check the news... Solectron just bought the IBM laptop plant in Austin recently, and will be manufacturing all of IBMs laptops and notebooks in time, these are new revenues not in the trailing revenue numbers. In the conference call Monday, Solectron said that one of the things they got in the IBM deal, was the technical ability to make minaturized electronic devices. I'm not disagreeing with you on the 'competitive' issue. The head of Solectron is disagreeing with you. If you knew anything about their business management philosophy, you'd know they would disapprove of your use of the terms 'aggressive' and 'competitive' to describe them. They don't want to compete on pricing; they focus on total quality. Again your focus is off base. You seem to believe this is a cat eat dog sector, while in reality, there is plenty of new business to go around. Jabil's growth will be limited by their ability to build and finance infrastructure and capability, not by competitors taking business away. Paul

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