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

To: yard_man who wrote (7640)	7/14/2000 1:02:11 PM
From: IceShark	Read Replies (1) \| Respond to of 8002

growth in the "non-box" area ... Do you want to pay 50pe for new start up bizes? At least a pos like EBAY has a steady stream of earnings from their major money making activity, earning interest on their spare cash. But who really wants to count on GTW building out of the box, new franchises to carry them through at the implied growth rates? I think they have publicly conceded that box building is a dying trade.

To: yard_man who wrote (7640)	7/14/2000 1:26:49 PM
From: D. Swiss	Read Replies (1) \| Respond to of 8002

tippet, most anal-ysts are very happy with GTW's strategy to move beyond-the-box into higher margin recurring revenue. I thought the report was very respectable, they are achieving the beyond-the-box targets ahead of plan. Re: the growth in intangibles, most of this is related to the Ardent acquisition that is being amortized over ten tears. The remaining amounts were related to investments discussed in the last Q conference call paid for in Q2. :o) Drew