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Technology Stocks : Gateway (GTW)

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To: Dr. David Gleitman who wrote (5844)5/5/1998 2:01:00 PM
From: Terry  Read Replies (1) of 8002
 
I believe selling GTW would be wise. If you look at the company's growth minus the 4-5% for the ALR acquisition internal growth is slowing. This will anniversary in 3Q I believe, meaning comps will be very difficult.

Also, the company continues to take down their warranty liability which is adding to EPS.

I have written about GTW before, look back a few messages to see my further comments.
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