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Technology Stocks : ICO (Inacom) LeadingTech Mgmt Services Co -- Ignore unavailable to you. Want to Upgrade?

To: Mr Metals who wrote (240)	1/5/2000 2:52:00 PM
From: TheOX	Read Replies (2) \| Respond to of 274

I totally agree! I did nearly two hours of number crunching this morning and I come up with a share value of just over $13. CPQ is paying 15% more than Inacom's total market cap for less than 40 percent of its revenue!!! ICO unloads dead weight and gets to focus on the corporate computing world, which has a much higher profit margin. ICO will turn around and compete with CPQ in their own markets by upping their DELL sales. They've been walking on eggshells to keep the CPQ deal and now they strike paydirt. This should be the lock of the first quarter of 2000. WOW!! -CJ

To: Mr Metals who wrote (240)	1/5/2000 2:53:00 PM
From: Mark Adams	Read Replies (1) \| Respond to of 274

I assume you've seen this? biz.yahoo.com ICO had a beautiful balance sheet prior to the Vanstar Merger. Now, the 370 mill from CPQ might cover their debt. Surely some of that debt is tied to asset changes of this magnitude. Net result will be an 800 mill services company with an unknown profitability. Perhaps lower interest burden. What happens to the inventory? CPQ to pick it all up, or some remains with ICO? There is possibility here, but also many unkowns...