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Technology Stocks : Gateway (GTW)
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To: D. Swiss who wrote (7574)5/28/2000 9:24:00 PM
From: Bill F.  Read Replies (1) of 8002
 
they were adamant that it would be flat q4/q1 which was a surprise since it usually drops.they blamed it on intc.now,now they say things are slow due to deamnd.IT ALWAYS WAS DEMAND not intc-they just chose to bs everyone at the time rather than say what it reallly .i remeber it vividly.the aslowdown you refer to is EXACTLY the one i have been talking about since last fall that everyone has denied.well guess what it aint coming back to what it was ,y2k distorted buying on the upside-no surprise if you think about it.everyone denied it as it was occurring and still does those who acknowledge it at all say it was ay2k"lockdown"-that is a fantasy.also ,can you explain the big drop in sga with all those new store opening and with revs up???as to examples of balance sheet stuff being run thru the income statement,it is generally apparanet that it is happening but if i gave specific examples i would compromise someone, so i won't.
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