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

To: Yankee Trader who wrote (3600)	4/18/1998 4:59:00 PM
From: kolo55	Read Replies (1) \| Respond to of 6317

HP is a huge company, and outsources with multiple vendors. HP ranks among the largest customers of most of the ECM companies I follow. SCI, SLR, DIIG, and JBIL all do significant HP business. When HP first started outsourcing, they started with smaller plants and products, then new overflow business and new products. Only now are they outsourcing their largest plants and products. The plan to outsource the inkjet printers from their Vancouver plant is somewhere between $500M to $1B in new ECM business added to the sector. I believe that SCI got the bulk of that business. But I understand that they are looking at outsourcing some of their remaining plants and products, which are quite large. This is about all I know at this time. Paul