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Technology Stocks : Gateway (GTW)
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To: D. Swiss who wrote (7362)9/24/1999 10:11:00 PM
From: D. Plen  Read Replies (1) of 8002
 
Drew,

OK for their RMBS exposure, but I wonder if it was true, what IR told you, about them being unaffected by the Taiwan earthquake. I've read that most of the Taiwanese chip makers have lost electrical power for a few days, and will require some time to ramp back to full production.

Even if GTW hasn't had its supply of laptop shells interrupted (like Dell seems to), I doubt that it will be completely unaffected. How severely, only time will tell.

All in all, it was a pretty violent week. TGIF!

D. Plen
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