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


To: Brian Lempel who wrote (1101)10/22/1998 6:17:00 PM
From: Grabs  Read Replies (1) | Respond to of 1999
 
Thanks for the update! Will listen to the call myself when I get of work. Sounds like the company has some momentum. If the worst of Asia is behind us, and with Brazil getting a nice bailout, CELL should recover nicely in the near term. Longer term, once the satellite systems come on line, this is one screaming buy.

Thanks again for the DD and the CC summary.

BTW, was that allusion to a Merrill upgrade your hope or something more?



To: Brian Lempel who wrote (1101)10/23/1998 9:22:00 AM
From: Paul Shread  Respond to of 1999
 
GREAT summary, Brian. Sounds word-for-word what I heard. I'm feeling a lot better about CELL than I was before the CC; I was starting to fear that it was just a matter of time until the emerging market turmoil hit them, but they had good answers for the margin and cash flow issues. Under the circumstances, I think they've done a superb job. They're indicated to open at $11 today, so the market must not find the results too disagreeable. I think we've got a strong base for further gains here, and you all know how finicky I am. ;-)

Paul