Brightpoint - CELL Message Board

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Technology Stocks : Brightpoint - CELL

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To: Paul Shread who wrote (1362)	1/28/1999 5:56:00 PM
From: Brian Lempel	of 1999

CC is done. I was disappointed by no mention of IRIDF. Anyway...cash flow positive for the first time. Probably about even in '99 or slightly positive. They see accelerating demand for value added services (VAS) contracts, and are winning about 50% of thr ones they bid on. Country mix 38% NA 28% Asia 20% Europe 14% Latin America Strong demand and growth in the Americas Revenue 81% handsets 11% accesories 8% VAS Handsets 45% NOKA 25% ERICY 15% MOT No pricing pressure, none seen in'99, most products still on allocation. 70% Digital, 30% analog See GM increasing as VAS makes up more of mix and distributionr evs stay flat between 6 and 6 1/2% Iridium did not have much effect on 4Q. They are very optimistic for '99. But what does this mean? I was tempted to press *1 and ask them myself! Anyway...we will know for sure in 3 months after true ramp up in IRIDF services! ------------------ Pretty boring call. No announcements, etc. They delivered! What else can I say? They managed it well...coming in at the high end of the given range. Now it looks better since they defined the range to be .22-.24 instead of just "meeting" estimates. Nothing to hold us in the teens any more! Brian

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