Hi Skeeter,
<dell and gtw being successful just means more companies get in this biz down the road and they fall harder later, imho.>
IMO, you have this backwards. The more successful Dell and GTW are the harder it is for others to enter the market and make an impact. On the contrary, as the top few players get stronger I think you will see more consolidation not more new startups.
<gtw made a nice turn - though 1 q is often not long enough to reward a company like gtw has been rewarded.>
Which is really the exception; the 1-2 quarters were GTW had difficulties or the many, many quarters proceeding and the last two (I'm including this one) following the "downturn"?
For the record, I have no position in any of the box makers at this time, but I have made good money off of GTW in the past (bought it when it IPO'd and obviously which I still had it). The Ted Waitt/Gateway story is a remarkable, if not unbelievable, success story over the last 11 years. It would take something major to happen before I would bet against Ted.
BTW, IMO, IBM does defy logic and has for some time.
Good luck to all,
FF |
