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To: kemble s. matter who wrote (158538)7/13/2000 9:19:11 PM
From: Patrick E.McDaniel  Read Replies (1) | Respond to of 176388
 
Kemble, is this business going to another company?

Gateway's sales to businesses declined 10% in the second quarter compared with last year as the company continued to refocus its efforts on sales to small and medium businesses and government and education institutions, which are Gateway's core target markets in the business space.



To: kemble s. matter who wrote (158538)7/13/2000 11:33:15 PM
From: Patrick E.McDaniel  Read Replies (2) | Respond to of 176388
 
Kemble, analyst thoughts on GTW and Dell.

The key to this report is that these numbers were achieved despite
component shortages from INTC.

Since INTC plans to increase capacity, we should see good acceleration from p.c. companies.

DELL and GTW are gaining market share in their direct business.

Overall, p.c. business has been good and corporate business has been improving.

netcognizance.com

Pat


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