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Technology Stocks : Gateway (GTW)
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To: BJP1946 who wrote (4490)10/31/1997 8:46:00 AM
From: Skeeter Bug  Read Replies (1) of 8002
 
bj, cogent points. i do believe that many bulls may run this higher before reality sets in. the bottom line - computers go more commodity by the day. in commodity markets - price is king. unless you are in a small niche. gtw is not proced like a small niche company. i may close out my position and wait for a run up before next q's earnings drubbing.

this is all about manufacturing and cpq has them all beat. dell is next. they are both growing unit shipments 50% a year and are taking market share away from everyone.

they are the lion and gtw is the lamb.
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