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

To: D. Swiss who wrote (7637)	7/14/2000 12:36:22 AM
From: IceShark	Respond to of 8002

All I know were long or flat into earnings. It, the run over the last week, was quite predictable. A 5 point run up tomorrow would be a gift to longs to unload and others to establish a put. Won't happen though.

To: D. Swiss who wrote (7637)	7/14/2000 12:54:12 PM
From: yard_man	Read Replies (2) \| Respond to of 8002

expectations were higher it appears ... what do you think those growth in intangibles were that Haim pointed out? Also, would be interested in your take on the CFO's comment about focusing on the growth in the "non-box" area ... writing on the wall or just prudent diversification for this "great" co ...?

To: D. Swiss who wrote (7637)	7/16/2000 8:39:41 PM
From: Big Dog	Read Replies (3) \| Respond to of 8002

D. Swiss: In the conference call, Gateway stated that it plans to focus more heavily on small to mid-sized businesses, which it can reach on a personal basis with its Country Stores. In February, Gateway formed an alliance with eSoft, a firm that specializes in networking and Internet for small to medium-sized businesses. Networking software from eSoft will be distributed with Gateway networks, and users will license them on a subscription basis. As part of the deal, Gateway will invest $25 million in eSoft and the two companies will jointly develop new products. Currently, ESFT is selling for $7.50/share. Hope that helps.