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Technology Stocks : Gateway (GTW)

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To: Kory who wrote (6565)	8/24/1998 10:12:00 PM
From: Skeeter Bug	Read Replies (2) of 8002

kory, it will be interesting to see how component prices move. i still see glut conditions. however, if i'm wrong then the pc industry is in for tough times. asps falling large %s a year have been needed for 10-15% growth - and the future looks tougher as a pii300 doesn't need upgrading like a 386 ;-) yourware will also be interesting. i see it as a revenue enhancer but i'm not sold that it will either help or hurt earnings significantly. i am annoyed by management that is prone to mislead and misdirect - just like our dear president (nice joke, btw ;-) - and so i do find myself voting against gtw. in manic bulls markets (at least in certain segments) the truth is definitely not the best policy. but, it is still the right policy, imho.

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