Insight Enterprises, Inc. (NSIT)

murat1769 (< 20) Submitted: 6/9/2007 9:07:14 PM : Start Price: $21.56 NSIT Score: +26.43

Insight will benefit in the short run on any favorable news for merger, purchase of CDW or other large Computer resellers. It will tend to underperform the market for one basic reason - that it's marketing strategy is geared toward businesses and not toward retail purchases. So it is not a household name.

My experience with them goes back over 15 years when they were private and called Microage Distribution Center.

Most people do not realize their large size. in the wholesale computer part market they are ranked number 4 behind Ingram Micro, TechData and merisel.

They have purchasing power way above both Dell and CDW in that they can access any of the warehouse supply lines of the aforementioned big 3 and ship directly from those warehouses, through their billing system. a tremendous advantage to provide customer service and next day shipments.

They can outbuy and outprice CDW anyday.

Way undervalued because of visibility by brokerage houses and the unspectacular, quiet profile they maintain .

a more aggressive approach to the market and the earnings grow and the stock takes off.

till then it is a sleeper value.