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Non-Tech : Ingram Micro -- Ignore unavailable to you. Want to Upgrade?

To: Dale Stempson who wrote (464)	1/24/2000 9:48:00 AM
From: E_K_S	Read Replies (1) \| Respond to of 576

"...How are you calculating goodwill?..." From memory <G>. The interesting item from the balance sheet is any real property asset is carried at cost not market. I am located here in Silicon Valley and know that IM has a facility located here in Fremont CA. I am not sure if they own or lease these facilities but commercial property prices here in Silicon Valley have more than doubled in the last five years. Its possible that if you go through all of IM property assets, they may be significantly under valued from what is presently stated by their book value. Just more food for thought. EKS

To: Dale Stempson who wrote (464)	2/1/2000 11:38:00 AM
From: E_K_S	Respond to of 576

Here is an interesting development for IM... (http://www.techweb.com/wire/finance/story/INV20000124S0001) Channel Companies Invest In First E-biz Hub (01/24/00, 12:27 p.m. ET) By Scott Campbell, Computer Reseller News Channel giants Ingram Micro, Tech Data, Avnet, Arrow Electronics, FDX, and Softbank said Monday that they have collaborated to help create the first e-business hub for the IT industry. From the article: "...The Viacore hub is part of a global supply web enabling faster partner interface process deployments, instead of slower and less cost-effective point-to-point implementations, organizers said...." EKS