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   Technology StocksTECD - Tech Data


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To: Steve Anglin who wrote (553)5/20/1999 10:16:00 AM
From: Dale Stempson
   of 584
 
I'm happy for you and all here who held and are enjoying the ride. I unfortunately took some early profits by recently paring down my position. FWIW, I closed out the balance of my position this morning. I continue to like TECD long term here and suspect that once again I'll be leaving money on the table, but this puppy has been a huge winner for me and I'm content with the gains thus far and the opportunity to roll the cash into hopefully another profitable play. Good luck to all.

Regards - Dale

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To: Steve Anglin who wrote (553)5/20/1999 11:53:00 AM
From: Stormweaver
   of 584
 
Second the motion; glad I held. TECD just includes revenue by 2 billion yearly today. This company is phenomenal !

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To: Stormweaver who wrote (556)5/20/1999 3:47:00 PM
From: JC Reddy
   of 584
 
Congrats to those who held and to those who bought it below 20 two months ago. Value investing works wonderfully sometimes....


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To: JC Reddy who wrote (557)5/20/1999 3:52:00 PM
From: M CAHILL
   of 584
 
Anyone have any idea how much earnings should change due to the GE deal?

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To: M CAHILL who wrote (558)5/23/1999 11:02:00 AM
From: Biker
   of 584
 
GE Capitol deal could this be a lead into a FEDeral deal?
Like the CSC Outsource contracts. (Speculation : )

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To: Biker who wrote (559)5/24/1999 12:50:00 AM
From: Dale Stempson
   of 584
 
TECD: Raising Estimates and Price Target; Reiterate Buy (1H)

Salomon Smith Barney Friday, May 21, 1999

Detailed info posted at:

Message 9681406

Regards - Dale

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To: Dale Stempson who wrote (560)5/26/1999 11:01:00 PM
From: Biker
   of 584
 
I'm in.

I was telling my "Relative's and Friends" IM is it.
Embarassment city.

TECD seems to be pushing a new business model. Outsource the hardware, annualize the cost, let TECD depreciate the assets.

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To: Biker who wrote (561)5/27/1999 6:11:00 AM
From: Judy Muldawer
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I think both TECD and IM are good companies. IM is revamping its business. It has cut hundreds of jobs and the management is still making changes. I think we will see it recover to its old high. Same with TECD.

Judy

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To: Judy Muldawer who wrote (562)5/27/1999 8:17:00 AM
From: LowRider
   of 584
 
Does anyone know if the earning's release is today?

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To: LowRider who wrote (563)5/27/1999 1:17:00 PM
From: Steve Anglin
   of 584
 
Earnings June 7 after the bell. NDB earnings calendar. Considering selling half to pick up the many bargains now available with this downturn. DELL, CMGI, AOL, LU etc etc.
Steve

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