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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 (443)	1/8/2000 6:08:00 PM
From: flickerful	Read Replies (1) of 576

reseller & dale. If CPQ truly thought that IBM et al would continue business as usual than it shows the maturity of management, VARs and manufacturers will be leaving Inacom in droves. excellent point; i found management's comments laughable in this regard. In their effort to emulate the second largest ( DELL ) they've forsaken those that made them the largest, they're biting the hands that brought them where they are and IMO it will come back to roost. IM can only benefit, and i think the [relative] trading strength/momentum [mentioned by dale]we saw last week was a foreshadowing of such benefits. unfortunately, the broader market malaise was an intervening circumstance.

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