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


To: Gary Korn who wrote (3313)3/18/1998 3:33:00 PM
From: Douglas V. Fant  Read Replies (1) | Respond to of 6317
 
Gary, CEO Sansone this morning made me feel pretty good about JBIL moving forward, and ECM's generally as the outsourcing trend accelerates. As he pointed out Compaq has initated discounts to move its backlog of product. JBIL does not serve Conmpaq, but guesses that the move will impact dell and gateway, two jbil customers who build in a "just-in-time" mode and therefore have no inventory problems...

Sincerely,

Doug F.