Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (6106)	2/25/1999 1:21:00 PM
From: John Stichnoth	Read Replies (1) of 78516

If I may: Not on GML, but on distributors. Over the past few months I've looked at several, in a couple of industries. The segment seems to have the highest incidence of "disappointing" vis-a-vis estimates. But maybe that's just anecdotal evidence--I've not done a systematic measurement. Medium term, the segment stands to face the brunt of the onslaught of ecommerce, unless they can demonstrate real value-added activities. Just a knee-jerk reaction. js

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next