SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Gateway (GTW)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ramsey Su who wrote (6581)8/28/1998 2:44:00 PM
From: mrknowitall   of 8002
 
Ramsey, I follow some consumer retail stocks, and can safely say I share your concerns - either GTW has someone who has a really good idea to drive this differently than most retailers, or we're in for a rough go while they sort the bugs out (bad play on words, I know).

Compaq's pairing up with Radio Shack is still an unknown - GTW going standalone has one advantage - the GTW concept/product - but a huge numerical disadvantage - the three "L's" of retail: Location, Location, Location. As it stands today, I wouldn't drive as far as I'd have to to go see a GTW computer, but I can nearly hit a RS and their Compaq's with a good 2 iron shot.

Retail also suffers doubly here - people. Turnover is high, expertise in computers costs more than expertise in running a cash register and loyalty is to the weekly paycheck.

BUT, I'm still holding GTW and DELL until I see some of the results.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext