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Technology Stocks : Gateway (GTW)

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To: william j cap who wrote (6166)7/23/1998 7:03:00 PM
From: IceShark  Read Replies (3) of 8002
 
William, take away their little "rent a pc program" and things would be real ugly.

I'm not so sure that is true, tough to tell at the moment. YourWare is just a simple 2 year financing lease with unlimited internet tossed in. Read:

gateway2000.com

To the extent it is cannibalizing what used to be their regular sales mix, it could represent a big downward movement in ASP mix.

P.S. Look at the bottom of the above page, looks like they might be turning over the financing biz to MNBA bank.

Regards, DWW
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