In this group are companies like Jabil Circuit, Flextronics International, Celestica, Sanmina-SCI and other specialized players.
Customers are so satisfied with Jabil's cell structure that they ask other suppliers to copy it.
Jabil, he says, is a "speculative investment, " partially because of concerns he has about profit margins.
Jabil Circuit this afternoon posted better-than-expected results for its fiscal first quarter ended November 30.
Jabil Circuit this morning said it has agreed to buy Nypro, a privately held Clinton, Mass.
"We run our business in cells, too, so there's a strong cultural compatibility with Jabil, " says Cisco's Redfield.
Technology company Jabil Circuit (JBL) posted earnings late yesterday which fell short of estimates, sending shares lower today.
Looking into Jabil's results, McWilliams is encouraged by the strength from networking and telecom--major areas of focus for Flextronics.
To make managers focus on satisfying customers, Morean has divided Jabil into cells.
The units are so independent that when the Jabil manager overseeing the Cisco account recently decided to move some St.
Now Jabil hopes to expand by acquiring factories as brand-name manufacturers sell them off to focus on design and marketing.
Daryanani also trimmed his target prices for Amphenol, Celestica, Flextronics, Jabil Circuit, Molex and Plexus.
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But it's unnerving that Jabil won't even say how much revenue it gets from companies that it has bought operations from.
Although environmental conditions continue to be uncertain, we maintain our expectation that fiscal 2013 will be another record year for Jabil.
For Jabil, that means expanding geographically with plants in Malaysia, Mexico, Italy and Scotland, as well as in Florida and Silicon Valley.
Jabil Circuit, Inc. ( NYSE: JBL), according to The Online Investor.
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Jabil has a customer list to die for-Cisco, Dell, Hewlett- Packard, 3Com, Gateway 2000, Nortel Networks and Ascend Communications, to name a few.
Jabil says the restructuring, which includes cost-cutting, will fuel better future performance.
The upside: Letting Jabil and its rivals do the manufacturing slashes 30% from what it would cost Cisco to assemble the products itself.
In 1982 Jabil went into high-tech with a contract to make add-on boards for the IBM Personal Computer unit in Boca Raton, Fla.
For those unfamiliar with the EMS space players include Flextronics (FLEX), Celestica (CLS), Jabil (JBL), Benchmark Electronics (BHE) and Sanmina (SANM) among others.
The majority of analysts (72.7%) rate Jabil Circuit as a buy.
Timothy Main, Jabil Circuit's CEO, warned analysts that earnings would drop.
Morean who built Jabil Circuit into one of the primary providers of electronic circuitry to the computer industry titans like Cisco, Hewlett-Packard and other.
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His father, nearing retirement and with no hope of selling a one-client shop, lured Morean home to try his hand at running Jabil in the winter of 1977.
The younger Morean swept Jabil's floors and did odd jobs until he went off to Western Michigan University to earn a pilot's license and seek adventure in Alaska.
Jabil even gathers failure data to project clients' inventory needs.
Ten years ago outfits like Solectron and Jabil hardly existed.
Analysts are projecting Jabil Circuit to come in with earnings of 47 cents per share, down 16.1% from a year ago when it reported earnings of 56 cents per share.
In the end, Jabil hit its original profit and revenue forecasts by simply using the plant to supply other manufacturers, something Quantum couldn't have done had it owned the plant itself.
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