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

To: Wallace Rivers who wrote (6160)	3/4/1999 4:29:00 PM
From: Terrapin	Respond to of 78476

Hi Wallace, Re: TECD; I followed them until recently but I didn't own them. I had bought a competitor named Ingram Micro and managed to make some money on them as they expanded but sold when I thought their debt level was getting out of hand. TECD has less debt but missed an earnings report last fall and was taken out and shot. The electronics/technology distribution market has been on decline since. Many are afraid that the internet and direct distribution will continue to harm them so it seems they are trying to be the value-added distribution channel which basically means assembly. Margins are also crummy. I still track them out of habit. I don't see anything compelling but as Paul Senior says, I've been wrong many times before. Well, I've been wrong more than that! Maybe soon I'll do a quarterly track of the threads' picks to prove it! <g> Good investing, John