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Technology Stocks : Gateway (GTW)
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To: Karl Stearns who started this subject4/24/2001 2:01:05 PM
From: Mike Connolly  Read Replies (2) of 8002
 
As a contrarian investor, I have to say I'm loving the level of interest in GTW evidenced on this board and elsewhere! Seems the stock has pretty much fallen off the radar scope of analysts and investors alike. Guess value investing hasn't gone mainstream yet -- but p/s ratio of 0.6-0.7 looks pretty great to me, unless one assumes the company is going out of business. Gateway consistently has the #2 ranked products and service (see PC World, Consumer Reports ratings) only behind Dell -- so I'm betting that ain't gonna happen. And I love all these analysts calling the US market "saturated" -- uh huh, just like the market for cars, tv's and telephones was saturated when half the households had one!

No doubt Dell is the better business model and probably will remain so. What the market doesn't seem to have figured out is that GTW doesn't have to outrun the bear (Dell) -- it just has to outrun its fellow campers (CPQ, HP), which I have little doubt it can continue to do. Dismembering CPQ & HP's indirect/inefficiently-run market share leaves plenty of pie to go around to both Dell and GTW.

Anybody else wanna play here, or y'all too busy sucking up that glowing press about Dell -- that fails to account for the stock's substantial premium relative to future growth rates?
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