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Technology Stocks : Intel Corporation (INTC)
INTC 34.32-1.2%Nov 18 3:59 PM EST

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To: Tony Viola who wrote (119638)11/29/2000 7:37:17 PM
From: Joe NYC  Read Replies (1) of 186894
 
Tony,

Gateway is far too much retail PCs and essentially nowhere into web or any other kind of servers.

When you (and I believe John Fowler) comment on Gateway as being primarily retail, do you mean just their retail stores or retail + direct, or are you saying retail = consumer PCs?

It seems to me from various reports that Q4 will be weaker than expected across the board, with only possible exception being the server market, since I don't recall any info of a slowdown in server area. But my WAG is that the servers are more evenly spread across the year vs. consumer market being heavily Q4 weighted

Joe
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