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Technology Stocks : Gateway (GTW)
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To: Wayners who wrote (6006)6/16/1998 8:07:00 PM
From: Kory  Read Replies (1) of 8002
 
Thanks for the history on Ashok. It was bad enough when "whisper numbers" came into fancy and now we have semantics over whose estimate. Great industry those analysts work in.

As far as being fooled, doesn't really matter. I was not planning to sell regardless of the opinion, just was surprised by an analyst saying anything after GTW gave guidance last week.

In the mid $40's, GTW is trading at about a 20 PE once we get last years ugly third quarter behind us. They seem to be executing better and better, and I do like the new YourWare program (although the name is a bit silly).

And while everyone is frantic about ASP, I'm much more concerned about average margin. And with the blood letting in every subcomponent category, IMO it is good time to be the end guy.
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