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To: steve harris who wrote (99709)	2/23/2000 4:20:00 PM
From: Cory Gault	Respond to of 186894

Steve: re: "as some posters are fond of saying..... the market disagrees with you John. GTW 67 15/16 +10 3/4 Not bad, eh Jim? And to think Gateway likes AMD Athlon processors. The fastest x86 processor in the world." I guess the market realizes that Gateway buys MOST of its CPU's from Intel and took Intel up and AMD down today. CG

To: steve harris who wrote (99709)	2/23/2000 4:20:00 PM
From: L. Adam Latham	Read Replies (1) \| Respond to of 186894

steve: Re: ...the market disagrees with you John. GTW had a lot of news out today, the least important of which was the OfficeMax deal, IMO. Upbeat report from Bear Stearns, link-up with SUNW, alliance with eSoft (Linux!). They probably could have had another 2-3 points if they stayed away from the low-margin retail stuff. I'm not complaining though, as I'm short GTW Jun $40 puts (GTWRH). Adam

To: steve harris who wrote (99709)	2/23/2000 4:42:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Steve, RE: "the market disagrees with you John." I don't have feelings one way or another towards GTW, never owned it. From my background of selling products into mass merchants, I am just interested in the deal. And I don't mind if the market doesn't agree with me, both the market and I have been wrong many times. If you believed the market was right all the time, AMD would have been up today, and Intel would have been down. It appears the market has disagreed with you for many years. John