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Technology Stocks : Gateway (GTW)
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To: Kory who wrote (6562)8/23/1998 8:39:00 AM
From: Skeeter Bug  Read Replies (1) of 8002
 
kory, why do you believe gtw will accelerate its eps growth above recent levels? after all, asps are dropping really fast, component, ie, dram, is firming a little and demand isn't really growing all that fast. seems most of the indicators say more of the same or worse.

all i can think of is that people are buying gtw hoping for the next dell. wow, dell has been astounding, however, gtw is no dell. dell is growing at 12 times the rate as gtw in the same pc environment.

what is occuring that will markedly change future results from current results?

i don't see it...
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