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Technology Stocks : Jabil Circuit (JBL) -- Ignore unavailable to you. Want to Upgrade?

To: Paul T Springer who wrote (5324)	10/7/1999 12:59:00 AM
From: patroller	Respond to of 6317

My view is that the trend is going to last about 8year's then their will only be 6-8 top players making everything for everyone,the oem's will be like IBM just a service company ,designing a way to fix a problem.The ecm will have much more power and their share will increase as will their margin's.Imagin you make, design and sell car's ,then you design and sell car's ,then you only sell car's get the picture .patroller

To: Paul T Springer who wrote (5324)	10/7/1999 9:43:00 AM
From: MGV	Read Replies (1) \| Respond to of 6317

Penetration into the total potential manufacturing outsourcing market, measured as a % of total tech, telecom, and datacom COGS, is still very low. It is early in the game yet (as evidenced by the fact that Goldman Sachs just recently initiated sector coverage). The cumulative COGS number is a moving target as well. Its the bottom of the first, maybe the top of the 2nd, in a game that could end up going extra innings.