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

To: kjameslark who wrote (1370)	3/22/1998 6:57:00 PM
From: Creditman	Read Replies (1) \| Respond to of 2542

KJ ... Remember that JBIL likes to beat the numbers so I think that if the projections are accurate Sansone et al will beat them down .. not hard to do as you have seen.

To: kjameslark who wrote (1370)	3/22/1998 7:43:00 PM
From: patroller	Read Replies (3) \| Respond to of 2542

Kjameslark very recently I had the luck to talk with Beth and Tom Sansone face to face.I ask many question, mostly broad based.I knew that Tom was'nt going to tell me what they were going to make the next two quarters so I didnt ask,I tested Sansone answers carefully and found him to be on the mark.I ask him this Tom is it really possible that JABIL can maintain and the Industry 30+% growth.Tom said Yes that the industry is only 17% and that leaves 83% to be had.I've heard this before and said ok.Now here's where it gets interesting I said that I've run some of my own numbers and companys like jabil and flex will have to grow 2-3 billion in one year, in three or four years that's like planing to build a new city are you guys up to that?Yes he said we can add too ,it's so big that they'll be some new players .He said that in europe they'll be 30 billion of new outsourceing this year alone.I ask a lot more questions but I think I've answered yours .Good Luck patroller