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Technology Stocks : Gateway (GTW)

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To: DWW II who wrote (5432)2/22/1998 8:20:00 PM
From: Mr. Miller  Read Replies (2) of 8002
 
Dan, I do not understand your URL wholly, but if you are asking where the yahoo message is that I refer, then it is on the yahoo message board:http://messages.yahoo.com/bbs?action=m&board=yahoo.1e.0c.4686900&topicid=0m2&n=1&msgid=6cob61$c3g$1@m2.yahoo.com

I am going long with GTW and I am very bullish on their potential. Seeing that DELL was in this position in October 1996, and then soared leads me to think that GTW can have the same potential.

I am sure noone was predicting DELL to go from (pre-splits)$43 to over $250 in 16 months, and neither will I at this point say that for GTW. I will just say that GTW has tremendous upside potential over the next two years, and I will be riding my stock all the way. Their efficiency has surpassed the best of DELL(their turnaround is ~4.4 days). That blows away DELL, but DELL has much stronger fundamentals right now. GTW has been patterning their success for years till last years letdown in the third quarter. Now they are clearly back on track.

No need to worry about day to day fluctuations or negative comments on any thread.

GTW and DELL have done an amazing job of being efficient, but obviously DELL has been much more consistent, as they never experienced what GTW did last year.

To think that this stock will retrace back to low $30s is insane, IMHO. I am not a technical analyst, but I will say that the stock chart indicates good accumulation following quarterly results. No reason to believe this will not continue with inevitable profit-taking.

Good luck to all...

With Iraq situation "over", and the PC makers capitalizing on cheap asian products, look for PC makers to continue to kick ass this year and beyond as everyone looks to buy one of these things.

Mr. Miller
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