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

To: rich evans who wrote (4798)	12/18/1998 4:48:00 PM
From: patroller	Read Replies (1) \| Respond to of 6317

I agree Rich 5-7 years as best as I can determined ,then the growth should slow to 20% for 4 or 5 years,however thats when you'll see consolidation in which case companies like flex jabil will grow at average of 30% for ten years. Their is good news at that time sci flex slr jbl natsteel one or two others will be manufacturing almost everything,the oem will never be able to compete again time and price wise,further there has never been and industry controlled by so few,so the with this power the ecm's raise prices 1-3% that gives them 25-75% more growth in earnings. I have personally discuss this with Sansone and Morean also with others in the industries management,they think Iam to conservative, thats ok like you I like to play it safe. patroller