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Technology Stocks : Gateway (GTW) -- Ignore unavailable to you. Want to Upgrade?

To: D. Swiss who wrote (7462)	1/21/2000 11:12:00 AM
From: Greg Jung	Read Replies (1) \| Respond to of 8002

Yes the 3 PC companies have had dramatic success in the past years as measured by stock price, but in a long business cycle the cyclicals can look like secular growth. I would have more faith in Dell squeezing far and wide for real growth, and gateway to represent better the US need for new PCs. I like gateway because the valuation debate requires mere optimism and not outright lobotomy. Although I think the debate ought to be more between trailing PEs of 10 or 20. Congratulations on holding over this latest triple, and here's hoping that the next triple will not be preceded by a 60% cut. Greg

To: D. Swiss who wrote (7462)	1/25/2000 1:24:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 8002

dswiss, i'm still bearish as valuations do not represent anything close to business prospects. it isn't just gtw. it is all the "popular" investments. the market is disconnected from reality and may stay that way for some time. i suspect they attempt to rig the economy so nothing bad happens prior to the election this year - that is, if they can control it that long. in the end, though, those that don't get out and stay out will be decimated. it as happened 100% of the time to 100% of all dislocated markets in the past. it just isn't rational investing.