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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (9958)	2/14/2000 11:39:00 AM
From: Madharry	Read Replies (1) of 78659

Here is another possible value play by my standards that is starting to get recognized- Ingram Micro. On October 2, 1999 it owned about $350MM worth of Softbank, a super duper internet play. If you like Softbank which I am sure is a big if for value players or if you want to diverisify into the internet realm. Softbank has about quadrupled since that time and if-a big if IM held on to their shares that is a quadruple since then. Meaning IM minus Softbank goes for about $400MM. IM IPOed at $18 and is now going for $13.5 having moved up a lot in the past day and a half after going nowhere in awhile as the largest computer distributor in the world. The company is looking for a ceo and there are rumors of a buyout as well. This is a profitable business that is not going to dissapppear IMHO. I believe that it would be difficult for any organization to build the infrastructure set up by the company and that infrastructure would be useful for any company wanting a B2B global distribution facility.

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