The story for Tech Data is a combination of shifting technology, margin compression, European growth, and the future of technological distribution.
http://seekingalpha.com/article/1629792-tech-data-25-30-upside-makes-company-an-enticing-buy?source=feed
http://seekingalpha.com/article/1629792-tech-data-25-30-upside-makes-company-an-enticing-buy?source=feed
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