Good job picking up on GTW, you might like this interview.
ROBERTSON STEPHENS ANALYST DAN NILES
Gateway (GTW), IBM Corp. (IBM), Intel Corp. (INTC), Dell Computer (DELL)
(October 22) Dan Niles continues to be negative on the IBM story for the
short term, noting the artificial bulge in sales earlier in the year as
corporate customers prepared for Y2K, and now a drop to lower levels, not
confined to the hardware portion of the business. Seeing multiple problems
for other suppliers to the corporate market as well, such as Dell and
particularly Compaq, Niles views Gateway as a much better investment, having
very little Y2K exposure and the big positive of the new AOL agreement. He
predicts that the stock will go to $80 quickly.
vcall.com
Also,
Highlight this guy and listen to his TA every week. He does a good job. Elliot Wave analysis on the general market and selected stocks. You can view the charts while he is talking.
SIGNAL REPORT EDITOR BOB BROGAN
Rhythms NetConnections (RTHM), Sterling Commerce (SE), priceline.com (PCLN),
Excite@Home (ATHM), RealNetworks, Inc. (RNWK), Cisco Systems (CSCO), RSA
Security Inc. (RSAS), and Network Solutions (NSOL)
radiowallstreet.com
Regards,
|
