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

To: Jeff Tribble who wrote (197)	12/16/1997 7:27:00 PM
From: Brian Lempel	Respond to of 641

Jeff, how much is the Iridium contract likely to contribute to CELL's earnings over the next few years. Obviously, CLST looks more undervalued, but once estimates begin to reflect the Iridium deal, they will certainly go up. I am trying to figure out, even after Iridium implications are fully reflected, which will look more "attractive." Thanks, Brian

To: Jeff Tribble who wrote (197)	12/16/1997 7:29:00 PM
From: David G.	Respond to of 641

CELL is more like DELL (bought my first Dell computer in 1991). CLST is more like DEC (just when you think they will score a touch-down, they fumble). Here's the chart showing the four companies' stock performance over the past 50 months. www3.techstocks.com Which companies look more similar to you. In the long-term, I think CLST will probably do fine. I just think it may take a few good quarters for the stock to reflect that. P.S. - I have no short on CLST. I am simply long on CELL and when CELL was brought up in question on this thread, I felt compelled to respond in its defense. I will kindly refrain from further comments should further discussions not involve CELL.