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Strategies & Market Trends : India Coffee House

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To: JPR who wrote (1946)7/23/1998 9:38:00 PM
From: Mohan Marette  Read Replies (1) of 12475
 
Gateway's less than stellar earnings and the effect on DELL.

Hey JPR:
Would be interesting to see how Dell stock will react to GTWs less than stellar report.According to Bank America Robertson Stevens analyst who came out with a 'strong buy' for Dell and 'buy' for GTW this morning came out & clarified later this after noon that GTW is losing business to Dell for the last several quarters.I'll be ready for any opportunities that might arise in case of any adverse reaction to DELL.
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