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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: D. Swiss who wrote (162081)	10/12/2000 11:28:05 PM
From: D. Plen	Respond to of 176387

Drew, I just read the Gateway Q3 report on their IR page. Very nice indeed, especially the part about obtaining 50% of their profits from non-PC sales. Added to that, they beat the street by a penny, and are growing at >30%. Smells like a rose. It should certainly boost GTW tomorrow. Dell may get some help from it, but the perception is that a) Dell is more of a pure hw play than GTW, and b) Dell, because of its size will be lucky to grow by 30% this year. Dell's own numbers will make or break Dell. GTW has done a lot of things right. Unfortunately for me, I swapped over the 2000 GTW shares I had for DELL, when they were neck-and-neck at $57 in March! GTW has held up a lot better, wouldn't you say. D.Plen