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Technology Stocks : TECD - Tech Data

TECD 144.90

0.0%

Jun 30 5:00 PM EST

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To: Judy Muldawer who wrote (492)	3/16/1999 1:00:00 AM
From: RGM	Read Replies (1) of 584

Comparing the charts of TECD & IM verifies to me the same cyclical stock market price action of these two companies. I believe TECD and IM primarily supply VARs, who serve businesses and individuals with non-commodity or customized systems and PCs. I don't believe the internet will replace distributors the size of TECD and IM. The internet may best serve the commodity segments of the PC business whose end-users may subsequently purchase higher level configured PCs and systems obtained from a local VAR or from an internet vendor who purchases their products from TECD or others. The distributor segment now offers low p/e stock price opportunities for those companies that meet Wall Street's eps expectations. Unfortunately I do not know where the floor is on this segment and how long they will be there? Rob

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