Unformatted text preview: growth for many of the companies in the sector.-improved demand for discrete semiconductors and some electronic components in recent months-Over the past five years, technology distributors have experienced rapid consolidation-visibility is extremely limited given weak levels of employment.-Year to date through September 16, the S&P Technology Distributors Index decreased 4.6%, while the S&P 1500 declined 3.5%. In 2010, the sub-industry index rose 10.8%, versus a 14.2% increase for the S&P 1500. -Dylan Cathers Remember to take the screenshot of industry performance from Bb 1. Investment thesis? 2. 60% concept? 3....
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- Fall '11
- Value investing, current price, Investment Thesis, GTSI Corp.