Gateway (GTW) Message Board

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Technology Stocks : Gateway (GTW)

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To: Skeeter Bug who wrote (4950)	12/5/1997 7:02:00 PM
From: Brian Lempel	Read Replies (1) of 8002

Hey Skeets, just thought I'd jump in and say you're both crazy! Neither of you knows what GTW will do, so why not admit it's stupid to pretend that you know? I have offered my opinion, so it would be worthless to go through it all again. To sum it up, GTW had some problems, but no one knows how bad they are now. I think I might hop over to the steve thread and ask what to expect. He at least knows what he is talking about, whether you want to admit it or not. What I want to know is how severe the problems were, and what likely was the exact cause(s) of last quarter's problem. Is it possible for manufacturing problems to be dealt with in such a short time frame. Inventory certainly should have been corrected. My point is, if GTW is operating at the efficiency it was 3 quarters ago (which was still well below DELL), then they will blow the estimates out. That is simply the rsik you run by being short. What I want to know is what is keeping them from doing this. I think I will give IR a call. At least they are decent enough to treat their investors to an 800 number! Brian

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