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Technology Stocks : Gateway (GTW)

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To: vinh pham who wrote (7061)2/24/1999 10:40:00 AM
From: IceShark  Read Replies (1) of 8002
 
I don't think I would look for any more upside fireworks at this point. It has run mighty far and fast. CNBS was touting the three GTW changes/initiatives all morning long and saying there would be a gap up. Surprise!

The internut initiative is way behind CPQ. And investors aren't too happy about CPQ's internut initiatives. I don't exactly see how this is going to increase profits all that dramatically. It might, but ...... And GTW has always had trouble on focusing, this will be another item they need to keep their eyes on.

The increased focus on little businesses and consulting services makes one wonder, again, why they weren't doing this before and what makes them think they can execute better than others. There have been mountains of complaints about basic support from current customers so they have their work cut out for them.

Management changes. Let's see what they have to say about this.

Regards, Ice
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