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Technology Stocks : Brightpoint - CELL

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To: Brian Lempel who wrote (309)1/9/1998 4:40:00 PM
From: David G.  Read Replies (1) of 1999
 
Brightpoint's relationship with MOT is obviously improving and that relationship will ultimately increase CELL sales while decreasing CLST sales. However, CELL has done extremely well without MOT to date, and has no real dependency on MOT. If MOT does well, it will help CELL. If MOT does not do well, no big loss. They will be using CELL to distribute either way, and that's new volume business any way you slice it.

The rumor about Monday being Iridium announcement is unsubstantiated. It may occur on Monday, but I'm setting my sights on the whole package of good news that will be fed to the public between now and the next 4 weeks, including Iridium, earnings and probably other good news.
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