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Technology Stocks : Gateway (GTW)

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To: Brian Lempel who wrote (186)11/2/1996 2:37:00 PM
From: Patrick E.McDaniel   of 8002
 
Brian, I agree Dell will have a good quarter.Next quarter is difficult to predict.I don't think Dell is as exposed to a post Christmas letdown because most of their business is to business whereas Gateway especially and Compaq to some degree are exposed.

Also there is talk of the stock market turning bearish early in 97 as is common after an election.This could be a bigger factor for all the companies.

One thing for sure I don't understand how the market preceives GATE.It seems the only way GATE can move is on the news of other stocks.

The market does not like GATE for some reason and I don't understand it.

Gateway has finally changed their commercials on TV and I think they are pretty good.
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