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Technology Stocks : ICO (Inacom) LeadingTech Mgmt Services Co

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To: Mr Metals who wrote (240)1/5/2000 2:52:00 PM
From: TheOX  Read Replies (2) of 274
 
I totally agree! I did nearly two hours of number crunching this morning and I come up with a share value of just over $13. CPQ is paying 15% more than Inacom's total market cap for less than 40 percent of its revenue!!!

ICO unloads dead weight and gets to focus on the corporate computing world, which has a much higher profit margin.

ICO will turn around and compete with CPQ in their own markets by upping their DELL sales. They've been walking on eggshells to keep the CPQ deal and now they strike paydirt.

This should be the lock of the first quarter of 2000. WOW!!

-CJ
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