Gateway (GTW) Message Board

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Technology Stocks : Gateway (GTW)

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To: Skeeter Bug who wrote (4886)	11/30/1997 6:46:00 PM
From: Brian Lempel	Read Replies (1) of 8002

Skeet, I think the quarter will be "nice" for a bunch of reasons. First of all, sales are not, and haven't been GTW's problem. You could say the same crap about DELL. Anyway, I don't want to start another flame war here. The main reason I think GTW will have a good quarter is that components are a hell of a lot cheaper. Another reason is that their ASP should not be hurt too significantly. Their cheapest box is $1299 and there is a mix shift towards servers and notebooks. The last reason is that GTW took a huge write off last quarter to clear their books. Whatever the heck was wrong in the past two quarterse shouldn't be affecting them this one. But estimates are way down. This all adds up to an estimate-beating quarter. Brian

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