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

To: Sam who wrote (5853)	9/18/2001 6:54:20 PM
From: Asymmetric	Read Replies (1) \| Respond to of 6317

Outsourcing is Still in Vogue, so the ECMs should still be on safe ground there. But I'm wondering if they will end up resembling more closely some of the old line manufacturing companies/plants with stockpiled parts in warehouses, with attendant inventory carrying costs, and since tech has short life-cycles, the potential of having to write off obsolete inventory. If you can't depend on the timely delivery of components (which will affect all manufacturing everywhere) capital efficiency will suffer, and costs go up. With falling demand it's not like you can easily pass on costs to the ultimate consumer either. I hope the ECMs don't go to single digits. SLR almost hit it today. That would be too gruesome to watch. TQNT's afterhours conf call and GNSS hopefully will lift tech sector tomorrow. Still angling for a bounce here. Peter.