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Non-Tech : Ingram Micro

IM 38.89

0.0%

Dec 13 4:00 PM EST

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To: Reseller who wrote (374)	12/1/1999 12:26:00 AM
From: Dale Stempson	Read Replies (2) of 576

RE: TECD Earnings Report Reseller, As you pointed out, Tech Data will announce their earnings in a few hours. I will be watching closely and would guess that IM will move in sympathy. I'm not expecting a surprise either way, and suspect they'll report more or less in-line with consensus. I'm hoping we'll get some indication of what the future outlook is. Recent comments in the press seem to indicate Y2K will negatively impact next quarter's report, but the following quarter after that could be a blockbuster. Hints of stable to possibly improving margins could provide an added kicker. If this speculation is close to accurate, it will be interesting to see how the market reacts. Would it sell based on short-term issues or buy based on long-term prospects? Regards - Dale

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