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To: IceShark who wrote (2560)	7/7/2000 1:48:05 PM
From: SeaViewer	Respond to of 436258

GTW is doing a lot of retail business. Every retail stock is bought today because of 'good' employment report, so does GTW. JMHO.

To: IceShark who wrote (2560)	7/7/2000 1:56:08 PM
From: chic_hearne	Respond to of 436258

Re: Anyone know what is up on GTW? I can't find any news. GTW has already announced they will be converting to 50% AMD processors due to the Intel shortage. Duron will be replacing celeron at the low end. Dell just raised prices to slow demand. IMO, there's a VERY good chance that in their CC next week GTW will guide up saying they will be able to meet demand better than Dell, CPQ, etc because of AMD. The fall is going to be a huge boomtime for all computer buying, back to school buying, etc. The ANALysts have set up GTW for this by giving them low expectations. It won't take much for them to guide up. Oh, I'm making money off this one as well....