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Technology Stocks : Gateway (GTW)

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To: Dr. David Gleitman who wrote (5298)1/30/1998 9:52:00 PM
From: wolfdog2  Read Replies (1) of 8002
 
David,

My two cents. The stock has been strong the last two days. I've been following the stock closely since I'm interested in finding a good point to short it. It looks to me like the tech stocks are in a rally which could carry GTW further. For time being cheap component prices (Asian imports, Intel's slashing prices to ward off competitors) should boost GTW's bottom line.

In the long run, GTW needs to penetrate the corporate market. I don't think they stand a chance. CPQ-DEC will turn them into chopped liver. But that's in the future. Enjoy the rally and get out while the getting's good.
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