Gateway (GTW) Message Board

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Technology Stocks : Gateway (GTW)

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To: Bill F. who wrote (7696)	10/23/2000 2:34:22 PM
From: D. Swiss	Read Replies (3) of 8002

Bii F, I read the GTW article in the times yesterday. I knew exactly where it would be. I knew if anyone would right an article like that it would be her. This is a classic example of how a little knowledge is dangerous. I read the transcript of the the GTW conference call. It is clear that they are rapidly moving toward a model where the hardware is unimportant and they make a ton of money of the software, services, ISP and financing that gets sold with it. The revenue from what they call bundles is 25%, but the profits are 50%+. This is the cell phone model where you make nothing on the phone and a ton of money on the calls. They are moving towards a subscription model where ultimately all or most revenues will be reoccurring. Let me know if you want me to e-mail you the transcript. I don't quite get the connection between Boston Chicken and GTW. If John Todd was only their for a year and was the CFO of a subsidiary, is that suppose to mean he was the cause of their demise? Having said all that, could they be clearer with why other assets are increasing? Yes. :o) Drew

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