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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (60844)	9/18/1999 12:53:00 AM
From: G3	Read Replies (1) \| Respond to of 90042

Bell Microproducts CEO, W. Don Bell, April 1999 interview. (at bellmicro.com ) excerpt: "TWST: What are the most significant trends, developments, and changes that you anticipate in your markets over the next several years? Mr. Bell: We expect to see continued consolidation both at the customer level and the competitor level.... ...So we will see continued consolidations. Today we are the 8th largest distributor. At this rate, in jest, if we just stand in one place, sooner or later we'll become number two or three... ...But we do see a reduction in the number of competitors in the marketplace as we go forward, driven by supplier consolidations and suppliers focusing their efforts on few distributors..."

To: Tim Luke who wrote (60844)	9/18/1999 11:20:00 AM
From: Paul A	Respond to of 90042

hmmm not a bad idea tim! RE: IPO private site.. the street.com amazes me.. Kramer will pound his fists to buy buy buy.. than 2 days later he will declare he is short, its a turd.. The mans a clown.. Herb Greenmonster wrote a totally bs article ages ago about a small toy company I invested in. This was back when he had his column at the chornicle was it? Cost me 20k so he can cover his short for a nice gain.. all trash over there.. Time to surf the threads and get up to speed. Soon ill be back again full time, but a bit wiser with how I spread my money around.