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

To: IndyTom who wrote (991)	9/25/1998 1:23:00 PM
From: Paul Shread	Respond to of 1999

Great, Tom, thanks a million. Keep us informed. If they meet estimates and give good forward guidance, they should take off like a rocket. Paul

To: IndyTom who wrote (991)	9/25/1998 7:05:00 PM
From: Brian Lempel	Respond to of 1999

Thanks for the info, Tom. I would have talked with Mr. Bounsall today, but I was in school. Not only this but my mom told him that I was in school. hmmmm, and I wonder why he never called back! :o) Brian

To: IndyTom who wrote (991)	9/25/1998 7:09:00 PM
From: Joe Williamson	Respond to of 1999

Tom, have you actually heard anything recently or just assuming since there have been no negative comments that earnings are still on track. It seems they have to be somewhat negatively impacted since they do substantial business in China and, I believe, some in Brazil as well and would be incurring the same tariffs as CLST. CLST said their revenues would be pretty much on track, so the tariffs must have been fairly stiff. CELL's saving grace may be a much more rapid growth rate that CLST, but logic would suggest earnings will be somewhat shy. On the other hand an awful lot of bad news is priced into the stock price.