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Technology Stocks : Gateway (GTW)
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To: D. Swiss who wrote (7289)8/18/1999 4:13:00 PM
From: Bill Jackson  Read Replies (2) of 8002
 
D Swiss, I am neither long nor short. My assessment is based on my opinion that we will see lower equipment costs this fall which will creat enormous pricing pressures on all players. Dell will do relatively better that Gateway, IMO. I think Gateway is especially vulnerable as their direct model is not as good as Dell's.

Bill
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