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

To: BenYeung who wrote (2409)	1/10/1998 11:19:00 PM
From: ccryder	Respond to of 6317

Olin King of SCI likes to build new plants. It makes sense to me from the viewpoint that you start with a layout that you need and you buy the latest and greatest machinery. This is why the OEMs can't compete. An OEM might build a new plant to build their new widget but will find it difficult to up grade the plant to keep it up to date. This would entail a redesign of the widget. The ECM has great flexibility in plant upgrades because their product mix changes more than the OEM.