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My latest column is up at RealMoney.

I examine the electronics manufacturing industry, and say that if I had to choose I would buy Celestica (CLS) and avoid or short Jabil (JBL).

Cisco (CSCO) is the largest customer for both companies, but the end market exposure is very different. Celestica has just 11% of sales into consumer markets while Jabil has 29%. I think those markets are at risk right now. Other large customers include IBM(IBM - Annual Report) for Celestica and Nokia (NOK) and Hewlett Packard (HPQ - Annual Report) for Jabil.

Here is how the companies compare according to my models: