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No. of Recommendations: 3
Here's a good clip on ECM's and their companies they serve. Add RBAK to JBL's list of customers. The article didn't mention it.

http://moneycentral.msn.com/articles/invest/company/5920.asp

regards,

Haitek

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No. of Recommendations: 3
Top customers include Cisco, Dell, Hewlett-Packard, Lucent, Gateway and Nortel.

I would guess this is the reason for the major drop yesterday coupled with an insane market!


Jaipur
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No. of Recommendations: 2
From the Fool news...


Celestica Inc. (NYSE: CLS), which counts Nortel for under 10percent of sales, was down $7-5/8 to $65-1/2 on New York. BothJabil Circuit Inc. (NYSE: JBL), which shed $2-1/16 to $50 andFlextronics International Ltd. (NASDAQ: FLEX), down just 1/8 to$33-15/16, have less than 10 percent of their sales fromNortel.

I'm glad Jabil has less than 10% from Nortel.


Jaipur
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