Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: patroller who wrote (4821)	1/5/1999 10:27:00 AM
From: Frank Drumond	Respond to of 6317

Excellent find patroller. This jives with the sentiment that I've seen among OEMs. I used to work for HP and their desire was to move away from mfg themselves.

To: patroller who wrote (4821)	1/6/1999 6:02:00 PM
From: Fenton White	Read Replies (5) \| Respond to of 6317

High patroller, Fenton here, We started to watch a jbl cycle for play. In the meantime for my friends sww and uolp going up. We are watching exchange rate volitility and the effects. Will let you know what we find if interested. Regards, Fenton

To: patroller who wrote (4821)	1/9/1999 2:05:00 PM
From: Steve Hufnagle	Respond to of 6317

From your post: \| Next \| Respond \| Earnings \| JBL Clubhouse \| To: Peter Quon (4820 ) From: patroller Monday, Jan 4 1999 10:19PM ET Reply # of 4828 CEMs anticipate record growth Darrell Dunn While others within the electronics industry are approaching 1999 cautiously, most contract electronics manufacturers are gearing up for potentially record-breaking years. "I think, for the top tier [of CEMs], it's going to be the best year in their history," said James Savage, an analyst at BT Alex. Brown Inc., New York. "There's going to be a major acceleration of growth for the next 12 to 24 months." Currently, there are seven CEMs with annual revenue exceeding or nearing $1 billion, and those companies could see average revenue growth approaching 50% in 1999, Savage said. Overall, the CEM industry is likely to grow 30% or better, he added. I have two questions, 1. When was this text released? 2.Does Anyone know which ECM would be chosen by Compaq? Steve