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

To: Harold S. who wrote (1494)	3/22/1999 10:54:00 PM
From: Gary A. Mullennix	Read Replies (1) \| Respond to of 1999

Nah, join the rest of us who love volitility and surprise announcements. Problem I see is a low margin, a fair amount of capital cost required to build all the distribution sites and actually, almost no real control over their business. They depend on others success or failure and then contracts they must gain from manufactures and sellers. The service they offer is needed however and over time if they continue to execute, they should get big enough and good enough to be one of the big ones. Scale is critical I'd think. When they were valued much higher, it would have been wonderful to have bought a competitor. Now, a long wait seems to be the future.