CLST - CellStar Corporation Message Board

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Technology Stocks : CLST - CellStar Corporation

CLST 15.02

+0.4%

Nov 21 9:30 AM EST

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To: Mr. Pink who wrote (182)	12/15/1997 8:15:00 AM
From: HVN	Read Replies (1) of 641

By next year, I meant the beginning of next year when they announce their financials. It's coz. these guys are pushing rather heavily in the East and have historically made significant margins in South East Asia - in many circumstances it would take them 10 US phone sales to equal 1 sale in SE Asia. With that market softening, they will start hurting. Basically, CLST is rather heavily leveraged in SE Asia. On the other hand, if the US market really heats up, which I expect it will, these guys could see some nice picking up of their SE Asia slack in the US. However, I think that's going to be more of a 2H98 factor.

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