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Technology Stocks : Gateway (GTW)

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To: Bill F. who wrote (7319)	8/19/1999 9:46:00 PM
From: Ramsey Su	Read Replies (2) of 8002

Bill, you are just too stupid to see <ggggg> microav.com let me explain. <g> 10% of GTW's revenue now comes from "products" that are available for free. So this one time benefit that GTW derived from an unusual window period of opportunity would last forever????? What type of cutthroat competitive schemes the industry would dream up for this Christmas season? I don't know but my guess is some will cut themselves in the same manner that the industry victimize the sleeping cpq, or be murdered by a smarter competitor. Who would be the survivors? May be the bare bones emachines? May be Dell would take all? GTW is kind of trapped in the middle. I don't think I like the odds. Ramsey

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