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Technology Stocks : ICO (Inacom) LeadingTech Mgmt Services Co -- Ignore unavailable to you. Want to Upgrade?

To: Bill Fischofer who wrote (187)	4/21/1998 12:16:00 AM
From: george K.	Read Replies (1) \| Respond to of 274

Bill, I understand your perspective, but I believe at current prices Inacom's price has discounted all of the compaq news. Remember, market bottoms are usually made before all of the bad news has passed. Further, notice the consolidation in the industry. Also, notice the recent increases in the competitors prices (tecd and IM). Lastly, remember, 60% of Inacom's profit come from service. Cheaper Compaq prices mean more deliveries which in turn mean more service revenue. Just watch the price rise. When earnings come out, ignore the top line and look at the increase in service revenue and profit. That's where the story of this company will be told.