HS - CHS Electronics 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.

Technology Stocks : HS - CHS Electronics

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: WTD ADMIREE who wrote (281)	11/30/1997 12:52:00 PM
From: set	Read Replies (1) of 1494

I think Karma is a company they picked up somewhere, maybe in India? :) I really don't know. about your economic question, the basic assumption is the relative buying power here in the U.S. is going up. so far, I think that's true as well in most of the countries that CHSE is doing business in. it's not a given that buying power in any particular country is going to keep pace. The austerity program in Brazil is good because it will keep up the level of foreign investment, but it will do so at a cost to local people in the form of taxes and interest rates. I think it's a lesser of evils, but it keeps the ball rolling. things have to get a lot worse before CHSE is in real trouble, but then things have to get a lot better before it can sustain a PE of 25ish again, IMO. don't know what's going to happen to the margins for CHSE. they've made the bet that by sticking with the best products from the best companies, compaq et al., they will have the best margins and the best sellthroughs. seems like a good bet to me. but again the bottom line is buying power and cash flow in the countries in question. so far so good eh? Shahar

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next