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

To: OldAIMGuy who wrote (5851)	9/17/2001 4:39:30 PM
From: Asymmetric	Read Replies (2) \| Respond to of 6317

Tom, Is the ECM Model Ruined? Electronic Contract Manufacturing was based on just-in-time delivery of components, high turn-rates, razor thin margins, ability to shift manufacturing lines from one product to another, from one geographical location to another, and cheap labor in areas like southeast asia and mexico... in other words, the free and easy movement of goods and services worldwide. With airlines drastically cutting flights, security at airports greatly heightened, security measures on our borders with both canada and mexico greatly tightened; the inability to ship goods in a timely manner, and a dramatic rise in transport costs that will surely follow could possibly lead to a big change in the way companies like Flex, Jabil, Solectron, etc all do business....In other words anything but the free and easy movement of goods and services for the foreseeable future...and if you follow this line of argument, affect their profitability. Obviously, this only addresses these companies ability to function internally. I think it's all but conceded that with the events that have transpired in New York over the last several days, and the nation girding itself for war of unknown duration and cost, consumer spending is going to dramatically get whacked. I myself would hold off buying any ECM given the substantive issues now confronting the entire sector and the sheer amount of unknowns. It's truly a new playing field out there. Just my thoughts. Regards and good luck. Peter.