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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: joe who wrote (17565)	6/16/1998 11:21:00 PM
From: Steve Porter	Read Replies (2) \| Respond to of 45548

Joe, OK -- Start over.... >>Just what the hell does COMS buy from these guys?<< It's the other way around. Jabil contracts out work to COMS. Here's a blurb of what Jabil does: Joe, one of us isn't reading something correctly... Jabil's major customers include Hewlett-Packard, 3Com, and Cisco Systems (more than half of its revenues come from telecommunications clients); I read all of that as saying some production was pulled in house by one of their customers and that they no longer needed to contract it out to Jabil. My guess would be HP actually since they are pulling a lot of the LAN type cards and production back in house. But since they said communication company I would guess it maybe COMS.. like I said before because they are unstuffing the channel (if they did indeed yank back all the old modems (x2) then they would have had their production numbers cut back and that would have hurt Jabil. Steve

To: joe who wrote (17565)	6/17/1998 6:12:00 AM
From: David Lawrence	Read Replies (2) \| Respond to of 45548

>> It's the other way around. Jabil contracts out work to COMS. Huh? Jabil, Solectron and SCI are electronic contract manufacturers. Companies like 3Com, HP, Cisco, Lucent, and others like Johnson & Johnson or Nokia outsource manufacturing and assembly work to these companies. You think Dell or HP builds their boxes? More likely is that SCI built it. I'll stand corrected, but I believe that Jabil builds Pilots for 3Com. UD Robotics has substantial state-of-the-art manufacuring facilities, so I very serously doubt they outsouce modem manufacturing to Jabil or anyone else.