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Technology Stocks : Brightpoint - CELL

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To: Paul Shread who wrote (1088)10/22/1998 4:33:00 PM
From: Brian Lempel  Read Replies (2) of 1999
 
I am going to listen to the CC. I have to go to a football game, but I'll post my notes when I get back, for sure!

I am not sure how to tgake the earnings. Top line growth was very, very surprising. And yet margins took a huge hit! Asia was particularly weak. Cash levels actually declined, and this has been a big issue with the shorts. But it is hard to know how to interpret this, since so much funds must go into the funding of inventory for the big holiday season.

Good luck to all,

Brian
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