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Technology Stocks : CompuCom Systems & spin off ClientLink, Inc
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To: llwk7051@aol.com who wrote (237)11/7/1997 12:24:00 AM
From: michael r potter  Read Replies (1) of 388
 
To all: I'm a long term holder of CMPC and have not sold a share in years. The stock is cheap I believe. Let's play devils advocate and see what you think. In the next few quarters equipment sales, which have been flat, actually start declining because average computer prices are decling fairly quickly (in previous years they were about the same as buyers got increased performance for the same price). CMPC refuses to go after business at any cost (maintains margins very well) thus even though more units are sold, it is not enough to offset the lower unit prices and eqpt. sales decline. This is offset by their service business which continues to grow at 30%. The net result is that psychology toward CMPC remains defensive because analysts don't see top line growth and the stock remains stuck as it has been and multiple expansion (which I think is more than justified by their service business alone) does not occur.
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