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Technology Stocks : CLST - CellStar Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (182)	12/12/1997 12:59:00 PM
From: Robin Breese	Read Replies (2) \| Respond to of 641

Your basing your prediction of disater on WHAT? What do you forsee happening that is contrary to most analysts predictions? I would really like to hear your rationale.

To: Mr. Pink who wrote (182)	12/15/1997 8:15:00 AM
From: HVN	Read Replies (1) \| Respond to of 641

By next year, I meant the beginning of next year when they announce their financials. It's coz. these guys are pushing rather heavily in the East and have historically made significant margins in South East Asia - in many circumstances it would take them 10 US phone sales to equal 1 sale in SE Asia. With that market softening, they will start hurting. Basically, CLST is rather heavily leveraged in SE Asia. On the other hand, if the US market really heats up, which I expect it will, these guys could see some nice picking up of their SE Asia slack in the US. However, I think that's going to be more of a 2H98 factor.