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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: John Stichnoth who wrote (6108)	2/26/1999 1:09:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78516

js: re distributors. Yes, does seem pretty obvious that distributors -- those 3rd party people -- will suffer mightily as the internet or intranets bridge consumer and supplier. So knee-jerk, as you say, distributors are not businesses that look promising. Best to stay away. So of course, that is exactly where I want to go. Especially as we really don't know how or to what extent or more importantly, when these companies will see their business model(s) disintegrate and disappear; and since many are selling now at very low historical bases. So I continue to hold CENT, FLM and RDO and am looking for buy points to add to holdings in GWW and ARW; I am adding to positions in MI now. Just my opinion, and I've been wrong many, many times before. Paul Senior