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

To: rich evans who wrote (1410)	3/28/1998 9:26:00 PM
From: patroller	Read Replies (3) \| Respond to of 2542

Rich both jabil and Flex will start to look more like slr as they get bigger,the difference right now is that they are on the strong end of the growth curve ,bottom line is that the bigger you are the harder it is to grow.Look there probably is nothing wrong with jabil,gee they just had record earnings and two of their largest customers had reduce orders last quarter because of inventories and they did just fine.If jabil can't and I believe they will pick up some new biz then we all better look somewhere else cause this industry isnt as strong as we think it is .By the way the last time jabil lowered the bar they blew away earnings for two years.they may look dumb but for the last 3 years nobody's done it better,the stocks been all over the place ,but jabil has yet to not deliver.jmho patroller