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Technology Stocks : Gateway (GTW)

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To: Ramsey Su who wrote (7088)	2/25/1999 12:15:00 PM
From: Greg Jung	Read Replies (2) of 8002

The overall theory is that ASPs are levelling and that with sustained momentum in the #units, maybe some real revenue growth can happen and that can go quickly to the bottom line, given that the selling capacity exceeds demand. I'm not asserting a bull case, just reminding you of it. Alternative days we have opposite tints to the outlook, either bad news gets tossed and good news amplified or the good news is tossed and bad news(/interpretation) is emphasised. The object is not to be right, but to be on the winning side - or rather, to avoid the losing end. With Merrill jumping on the overbought technology bandwagon and Sun 4x its cash-flow value, tech stocks the only topic of buy-oriented questions in Biz radio ... the dips will be bought. Remember Al Greenspan said "laser" - hehehehe. Greg

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