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Technology Stocks : Gateway (GTW)

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To: Skeeter Bug who wrote (7708)11/29/2000 6:33:35 PM
From: CAtechTrader  Read Replies (1) of 8002
 
The GTW point is that Palms, PDA's, notebooks, anything mobile IS doing well...George Gilder has predicted the wane of the PC era and the dawn of the Telecosm which will be populated by billions of mobile devices wirelessly connected to everything, it should surprise no one when a company anchored to the "Big Box" PC falters. The boom of mobile devices comes at the expense of Gateway...if one has a 500MHZ PC, one simply does not need a 1000MHZ PC to run the same old applications, whereas PDA's, etc, have a new killer app...mobility and info on the go. The shoppers are buying and they are buying technology, just not the "old" technology. This makes me all the more bullish on QCOM...who is going to connect all these mobile devices?
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