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Non-Tech : Ingram Micro

IM 38.89

0.0%

Dec 13 4:00 PM EST

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To: Dale Stempson who wrote (509)	2/17/2000 2:09:00 AM
From: Reseller	Read Replies (1) of 576

Hi Dale, Thanks for your input. In my zeal to reassess the gross understatement of value I didn't take into account the tax liability. Assessing book valuations isn't something that I'm particularly good at and offer my most recent attempt as proof. I don't normally go there and know better, the street will ultimately decide where that will shake out. I will say that the street did seem to have been blind sided by such a huge appreciation of the company's value, reacting only after the run up, credit the online community . I was surprised when one of the analyst proclaimed that "Nobody knows a damn thing,". is this the kind of statement a professional would want to admit. I'm not sure how to professionally factor in the unrealized 1.5 billion gain suffice to say that a 50 million investment cost, book entry doesn't quite seem to do it. In any case yes! having fun, this was a great process to go through with a revelation that left me struck in awe. Best Regards Reseller

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