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Non-Tech : Ingram Micro

IM 38.89

0.0%

Dec 13 4:00 PM EST

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To: Ken M who wrote ()	2/1/1999 11:29:00 PM
From: JP	Read Replies (2) of 576

If anyone is here, below is a message that I posted on the Yahoo board: You need to do more research to get your facts straight. Compaq has stated publicly that they want to put a minimum of 50% of their direct sales through distribution and see this % continuing to rise in the future. They are not set up for, nor do they have the interest in fulfilling the huge amount of small orders generated by their direct sales program. Ingram is a behemoth because they are the best in the world logistically at delivering technology products to the masses - period. Manufacturer's are great manufacturer's - not distributors. It's not their expertise hence it's just a matter of time before they realize the most efficient way for them to run their business is to out-source to one or more international fulfilment houses (i.e. distributors) so stay tuned for these announcements to come pouring in. Institutions love to pile lots of money into those organizations that are the worldwide leader in a growing market. Once all this ridicules "the distribution business is falling apart!" doom & gloom crap comes to an end the institutional money will definitely flow back into the company and this 'special sale price' unlikely will never be seen again. This is a good place for bargain hunters to start accumulating since the $29 - $31 price range offers strong support. JP

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