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Technology Stocks : Gateway (GTW)

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To: MJ who wrote (7536)	4/20/2000 9:13:00 AM
From: D. Swiss	Read Replies (1) of 8002

mj, I agree with you 100%. I am a pretty sophisticated PC user, but buying a new PC is very confusing in terms of the all the variables. It is very helpful to have someone explain in layman's term what the different options are and how they add value to the overall picture. When I bought a PC in October, I started out with a 400mhz celeron with the intention of upgrading it with high DRAM, I ended up buying a 500mhx PIII with 128 DRAM. As far as GTW as an investment, they are coming out of a Q that was troubling for the industry mainly related to the y2k slowdown. Although it didn't stand out in the report, GTW had trouble meeting demand and ended the Q with a record backlog. This bodes well for the future (as long as Intel can supply enough chips or AMD can compensate for this issue). According to IR, they are confident that they can meet the demand in the Q in the face of the supply issue (take this with a grain of salt). Putting the supply issue for the side (which will eventually work its way out), GTW is achieving its beyond-the-box goals and is growing its bottom line nicely. I suspect in twelve months from now, you will be happy with your investment. :o) Drew

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