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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Voltaire who wrote (20775)11/29/2000 6:11:53 PM
From: Voltaire  Read Replies (1) | Respond to of 65232
 
If you are going to miss, why not get it out during this muck..
V



To: Voltaire who wrote (20775)11/29/2000 6:17:43 PM
From: limtex  Read Replies (1) | Respond to of 65232
 
Vol Now I remeber the GTW downgrade and their reply and explanation that they do a lot of their revenues from "non-PC sales"

Here is the quote from the CFO nine days ago:_

At the end of the third quarter, non-PC income was more than 50 percent of Gateway's overall income, with half of that recurring in the near term.

THey got downgraded with all the other box makers at the time. All these other sales that make up their revenues are not teh same as other box makers.

This warning looks very specific to me. If it weren't and it was repeated across other companies and sectors the economy would have just fallen over a cliff. It hasn't fallen over a cliff.

Best regards,

L