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Technology Stocks : Brightpoint - CELL
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To: jgercke who wrote (1355)1/28/1999 11:47:00 AM
From: Paul Shread  Read Replies (1) of 1999
 
You know, JG, you may be right about CLST, but I can't get around two things: two boom-and-bust cycles in three years makes me question their management regardless of how much they've "got religion" -- they supposedly got it in mid-96 too. And they've still got the SEC investigation from that cycle hanging over their heads. So much as I'd like to throw some money at them right now, I'll stick with CELL: The Street rewards consistency and reliability, and thus CLST should trade at a discount to CELL, IMHO. I agree, however, that CLST is likely to continue to move up anyway. Did you jump in, Lempel?

Only five more hours till CELL-time.

Paul
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