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

To: rich evans who wrote (980)	12/17/1997 12:03:00 AM
From: patroller	Respond to of 2542

Rich I don't think it's a problem, in the call Sansone was ask about that and he said that quarter to quarter the mix will change material and labor wise,the important thing is the earning growth,nobody had a problem with that,really the biggest thing I heard was that all question's were answered and seemed like everybody love each other,never heard so many pat's on the back,anyway no kink's in the armour as far as I heard.Also merrill was their and so was smith barney.Could be hugh if merrill pick's them up and at this price it should be a strong buy.Sansone was ask why they have'nt bought some biz and a plant like everyone else ,he said that they have looked at over 40 deal's and have not found one they felt fit right but their getting close now that the price's have drop,and they all <ggg> .All in all I look for it to smoke tomrrow. jmho patroller

To: rich evans who wrote (980)	12/17/1997 2:08:00 AM
From: Asymmetric	Read Replies (2) \| Respond to of 2542

Jabil! Main thing was margins for Jabil did not deteriorate and remain highest in this industry/sector...which to me is a reflection of excellent management. The 5% sequential growth in revenues is not an issue as anyone who follows the stock knows that revenues should continue to ramp up from here with new factories, and assembly lines continuing to come on stream in 1998. The whole sector should rally from here...bigtime. And along with ECM sector, semi-equipment and tech sector should rally also. From Briefing.com Jabil Circuit (JBIL) 37 1/8: independent supplier of turnkey manufacturing services reports 1st qtr net of $0.49 a share, a penny above Street views and up sharply from yr-ago's $0.23 a share; revenues rose 57% to $319.51 mln....