Ingram Micro IPO Message Board

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Technology Stocks : Ingram Micro IPO

IM 38.89

0.0%

Dec 13 4:00 PM EST

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To: Wesley Jack who wrote (78)	11/12/1996 8:17:00 AM
From: Shibumi	of 112

I believe in Ingram Micro and believe that they have one of the best shareholder-focused CEO's in the business -- but... I'd really recommend you look at margins and earnings to understand why Microsoft and Intel have PSR's of over 7 to 1. Simply put, Microsoft and Intel hold to some degree monopolies which have allowed them to show tremendous margins on their products. If you have a theory on Ingram doing the same, I'd love to understand it -- cause like I said, I think Ingram in any case is gonna be a great one. Mark

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