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Technology Stocks : Gateway (GTW)
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To: D. Swiss who wrote (7462)1/21/2000 11:12:00 AM
From: Greg Jung  Read Replies (1) of 8002
 
Yes the 3 PC companies have had dramatic success in the past
years as measured by stock price, but in a long business cycle
the cyclicals can look like secular growth. I would have more
faith in Dell squeezing far and wide for real growth, and gateway
to represent better the US need for new PCs.
I like gateway because the valuation debate requires mere optimism and not outright lobotomy. Although I think the debate ought to be more between trailing PEs of 10 or 20.

Congratulations on holding over this latest
triple, and here's hoping that the next triple will not be preceded
by a 60% cut.

Greg
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