Ingram Micro Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Ingram Micro

IM 38.89

0.0%

Dec 13 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Scott Patrick Adams who wrote (160)	7/10/1997 6:51:00 AM
From: Judy Muldawer	of 576

I really doubt that Microsoft would go directly to the end-user and cut out the middle man. You have to realize the costs involved in direct sales to customers far exceeds merely getting the product to market via Ingram, etc. Microsoft hardly has the competition that Compaq does. Besides, people got turned off to Compaq a few years ago when they used only proprietary and non-standard hardware. Compaq has made it very difficult for the 'little guy' to sell their hardware. I have no idea what their earnings will be, but I doubt it will effect the distribution channels one way or the other. I sold IM yesterday at $ 26. I had purchased my original shares at $ 21.5 (I thought it was $ 22), and decided a quick 4.5 point gain on 1000 shares was not bad. I had another stock waiting for that money, so IM is out of my portfolio for now but only temporarily. If it gets back to $ 23 or so, I'll buy 1000 shares again. I have different plans for different stocks. I trade some quickly and some I hold long-term. IM is more of a trading stock for me at this time. Judy siliconheights.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next