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Technology Stocks : Gateway (GTW)

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To: MJ who wrote (7524)4/18/2000 11:11:00 AM
From: D. Swiss  Read Replies (2) of 8002
 
MJ, here is a recent post of mine on a comparison of Dell vs. GTW:

Message 13380831

I also like GTW because they are successfully executing on its store strategy. I like the Office Max store-within-a- store concept as it lowers their operating costs and gets immediate exposure to consumers. At the same time they able to use these stores as outposts to provide customer service.

As far as the future goes, the Sun Micro and AOL partnering deals should help GTW in a big way. They are targeting 40% out-of-the-box earnings by year end. This will help them diversify from the PC business and expand into higher margin business.

Finally, Institutional money flow has been extremely positive (buying on weakness). For example, look at today's chart:

thomsoninvest.net

Hope this helps.

:o)

Drew
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