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Technology Stocks : Brightpoint - CELL

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To: jgercke who wrote (1087)10/22/1998 4:43:00 PM
From: Grabs   of 1999
 
I agree that top line growth is important. Allstate insurance was .02 above estimates but top line growth was below and it fell >10% after earnings. Peolplesoft met EPS expectations but warned of slower revenue growth and it got killed.

Hopefully, the company will provide an upbeat outlook. It seems as though growth was very strong but they cited cost of integration as a reason for higher SG&A.

I still like this company! Also, the bailout package for Brazil will help CELL IMO.

Again, let's hope the analysts and institutional shareholders see it my (our) way as well.
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