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Non-Tech
Ingram Micro
An SI Board Since December 1996
Posts SubjectMarks Bans Symbol
576 7 0 IM
Emcee:  Ken M Type:  Unmoderated
Introduction Market Data Compact
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526 Reseller, If I recall correctly, IM stated in the CC that gross margins would hDale Stempson-2/18/2000
525 That is very good info. I wish they had been real clear about that to analystsDavid O'Berry-2/18/2000
524 Not that it matters at this point but the reported margin of 3.7% reflects a onReseller-2/18/2000
523 Unfortunately this market exacts anextreme penalty for news that is less than gMadharry-2/18/2000
522 All I have to say is I hope you are right and OUCH!!!!!!David O'Berry-2/18/2000
521 IMHO this is an over-reaction. At this point we know that they held on to 50% oMadharry-2/18/2000
520 Reseller, As usual, you make valid points and provide informed commentary. I doDale Stempson-2/18/2000
519 Hi Dale , I agree that if these margins were actual than we would be looking atReseller-2/18/2000
518 Reseller, I've read the earnings report and listened to the CC. While thereDale Stempson-2/18/2000
517 Conference Call# 800-678-3180... It's called <b> Prudent...ConservatReseller-2/18/2000
516 A few thoughts about last quarters report. I want to continually go back to,..Reseller-2/17/2000
515 Stockholders' Equity is $13.64/share. It seems the stock is very cheap. StE_K_S-2/17/2000
514 I believe the whisper was for $0.23. It appears that $0.23 was from the one tiE_K_S-2/17/2000
513 They made .51 but it looks like a lot was from the investment in Softbank. WhaDavid O'Berry-2/17/2000
512 I would suggest to you that there is no good reason for them not to hold on to Madharry-2/17/2000
511 Reseller: I am sure the company can find enough one time restructuring chargesE_K_S-2/17/2000
510 Hi Dale, Thanks for your input. In my zeal to reassess the gross understatemenReseller-2/17/2000
509 Reseller, While the Softbank investment appreciation has certainly been a massiDale Stempson-2/16/2000
508 Ingram is on sale today at $8.00 under actual book value. Agreed $21 to $23 is Reseller-2/16/2000
507 I see a minimum of $21-$23 short term for IM even with current earnings estimatE_K_S-2/16/2000
506 <i>This from the Yahoo board.. confirmation of Ingram's holdings and Reseller-2/15/2000
505 o/s = 104,806,839 at fiscal year end 3.31.99 flickerful-2/15/2000
504 Thanks for the info, Flickerful had pointed the site out as well, lots of info Reseller-2/15/2000
503 Reseller, Here's some Softbank info you might be interested in checking outDale Stempson-2/15/2000
502 Eric and Reseller, Great sleuthin', guys...keep it up! Looks like our Toni Wheeler-2/14/2000
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