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Technology Stocks : Vanstar -- Ignore unavailable to you. Want to Upgrade?

To: Will Cunningham who wrote (322)12/6/1997 7:08:00 PM
From: robert miller  Respond to of 420
 
Will,

They also say they like the reseller group. CMPC and ICO are rated a strong buy. I own CMPC and at one time did own VST. I think this is a good group if you own one of the strong players. Channel assembly and BTO will promote consolidation with the strong getting stronger. I think VST and CMPC both have strong service sectors. I made the suggestion ,on the CMPC thread, several months ago that a merger of equals with VSTand CMPC would be very interesting. Just my opinions.

bob



To: Will Cunningham who wrote (322)12/8/1997 12:24:00 AM
From: Mark Carson  Read Replies (1) | Respond to of 420
 
Will - regarding the upgrade on Vanstar;
I noticed that their numbers didn't account for the internal bleeding of profit margins to support revenue numbers. Have you seen anything regarding these issues? (BTW - it made the top 3 worst earnings reports in IBD the other day)

Mark


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