SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Gateway (GTW)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Brian Lempel who wrote (643)1/23/1997 5:36:00 PM
From: yard_man   of 8002
 
How important do you think it is that Wait expects margins to be flat in '97? Is he just being conservative? Also, what about the fact the from the previous year's quarter -- units shipped up 42%, but revenues up considerably less. Is this just expected because of the continual downward trend on PC prices? Some say pentium pros were in a shortage for a while but all the other parts were at somewhat of an excess -- could it be that some inventory correction has taken place and Wait sees pricing pressures on components? Just rambling, but curious about others opinions.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext