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Technology Stocks : Gateway (GTW)

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To: Brian Lempel who wrote (4861)11/26/1997 7:17:00 AM
From: Geoff Nunn  Read Replies (2) of 8002
 
Brian - regarding Creative Tech. you wrote,

Great financials, growing brokerage following, tons of cash, way undervalued based on growth, likely to exceed expectations due to new product offerings that are being met with very strong demand, and stands to benefit from Asian currency devaluations.

Need I say more?


Yes, it could be pointed out that CT went into CD ROM-drive manufacturing a few yrs ago and lost a bundle. This, despite the fact that the firm had little previous expertise. Disciplined firms focus on their strengths, and know enough to avoid entering businesses they know little about.

Geoff
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