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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?

To: Twombat who wrote (976)	12/16/1997 10:14:00 AM
From: 18acastra	Respond to of 2542

Agree: Data was misinterpreted Here is data: Last Q This Q Total Inventory : 255mm 241mm Finished Goods: 22mm 69mm It was the spike in finished goods. Aparrantly, as you say, this spike in FGI is because of more sales to small and mid-sized businesses. Cisco's accounting policies are also conservative. I think they don't account for stuff in channel as sold until it actually is sold (unlike 3-Com). I think the street eventually figured this out and that is why the stocks rebounded so sharply. Also, total inventory number was down anyway. Also agree positive for Jabil and seems like good buy in here. My opinion.