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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: RockyBalboa who wrote (6870)	2/24/2000 11:16:00 PM
From: Shtirlitz	Respond to of 10293

ARW : I haven't yet made a decision, if I want to own it myself, however, the company is definitely benefiting from the worldwide demand and shortages of semiconductor components. ARW is probably one of the most quality B2B plays around. They have 160,000 customers and 8 billion in sales. Unlike many of those flying turds with questionable business models, this one has been in the marketplace for a long time, and most likely isn't going away. They have very strong business. Profit margins appear to be improving. Sales are increasing. This is a quality company and seems to have been forgotten by Wall Street. The drawback is the fact that they are a reseller and consultant, but not a manufacturer. Which means that they will most likely not be awarded those very high multiples. Then again, considering how hot the semi's and B2Bs are, who knows. One thing I know for sure is that I certainly don't want to be short it.