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Technology Stocks : DELL Bear Thread

DELL 135.68

+1.3%

1:10 PM EST

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To: Satellite Mike who wrote (174)	3/16/1998 7:15:00 AM
From: jjs_ynot	Read Replies (2) of 2578

What do folks think of GTW. They have a business approach very similar to DELL but about 1/10 the market value. In some ways they outdo DELL in BTO. The piece parts don't even enter the factory. UPS brings the parts (monitor, keyboard, etc.) together in w warehouse just before delivery to customer. They have are at 6 times book value vs. 37 for DELL and .94 times sales vs. 6.6 for DELL. Both are around 53 P/E. It seems like GTW has a lot more room to grow without bumping into the big boys and having to offer enterprise-wide solutions (i.e. businesses are getting tired of buying single parts of a network; they want a single vendor to provide the client, server, and if possible LAN/WAN so that the liability for performance is on the vendor vs. customer). In summary, thoughts on GTW?

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