ICO (Inacom) LeadingTech Mgmt Services Co 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 : ICO (Inacom) LeadingTech Mgmt Services Co

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Quad Sevens who wrote (204)	8/20/1998 5:51:00 PM
From: BigRedMan	Read Replies (1) of 274

What is the take on this stock? I see some fundamental challenges... (1) A box pusher transitioning to a full-life cycle services company. Fundamentally different operations. Commodity -vs- high end services. How does management address the issue that the business model that was used to create a $4 billion company overnight needs to be junked in favor a model that focuses on services delivery? (2) Assimilating the acquisitions into the company...adopting consistent practices and procedures...culture...yada, yada, yada. (3) The evolution of the OEMs' distribution model to JMA and stripping away the incentives (i.e. price protection, vendor funding, etc.) With that said, considering the anticipated consolidation in the industry, what are the perceived chances of a buyout? The company still has the strongest financials in the industry and it could be picked up for a song and a dance relative to earnings. Any comments?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next