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Non-Tech : Ingram Micro
IM 38.890.0%Dec 13 4:00 PM EST

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To: E_K_S who wrote (528)2/18/2000 7:11:00 PM
From: Madharry  Read Replies (2) of 576
 
You hit the nail right on the head. There is no reason for IM to take any inventory risk whatsoever and they are fools to do it at those margins. I believe that they have $750MM of SOftbank stock left. Remember they sold only half of the original stake.
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