Gateway (GTW) Message Board

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Technology Stocks : Gateway (GTW)

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To: Brian Lempel who wrote (4708)	11/13/1997 10:15:00 PM
From: Skeeter Bug	Read Replies (1) of 8002

brian, i don't own puts on gtw and won't unless gtw re-enters the $30s and dell's eps are behind us. watch unit growth vs revenue growth. cpq had over 50% unit growth and only 30% revenue growth. their eps were up 50%, too. however, that is not sustainable for long periods of time and the market looks forward. expect the same from dell. it won't be good news, however, the gulli-bulls never let reality stand in their way ;-) actually, eps and unit growth will be awsome. what won't look good is revenue growth when compared to unit growth. that is the KEY for the long term viablitiy of all their stock prices.

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