Gateway (GTW) Message Board

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Technology Stocks : Gateway (GTW)

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To: Skeeter Bug who wrote (4565)	11/4/1997 6:55:00 PM
From: Brian Lempel	Read Replies (2) of 8002

Skeeter, you're too caught up in your short position to take a look at the facts. GTW is having manufacturing problems right now, along with some inventory troubles, etc. But don't lie about their marketing capabilities. Sales were huge last quarter, and the evidence points to a huge quarter now also. Once they get their costs under control, they will be very profitable again. The stock price already reflects the level of uncertainty. There will be a point that neither you or I can determine that GTW will turn the corner and make some $$$. There will be a blowout of estimates and shorts will get clobbered. I don't know if this will be 3 months from now or 6 or 9. But I wouldn't want to be short to find out! Nothing is for sure. Just remember that. Also remember that if things are as bad as you say (GTW being in a commodity biz), then high fliers like DELL and CPQ will be the hardest hit since they currently have the highest FPEs and level of profitability. Brian

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