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Technology Stocks : How high will Microsoft fly?
MSFT 493.80-2.7%3:59 PM EST

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To: Daniel Schuh who wrote (10768)9/12/1998 9:52:00 PM
From: rudedog  Read Replies (1) of 74651
 
Dan -
I missed the question about Ingram Micro. MicroAge has also been on the path to do more sophisticated integration, and started earlier, but Ingram seems to have developed the idea of 'BTO outsourcing' and honed it into a real business model. There is many a slip 'twixt cup and lip, but I am likewise impressed by those guys and think they are onto a good thing.
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