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

To: limtex who wrote (20799)	11/29/2000 6:53:16 PM
From: Jim Willie CB	Respond to of 65232

I checked a few aftermkt bid/ask prices versus lows today they are almost all at or above today's lows didnt look at PC related techs though I suspect Naz will open near today's lows possibly descend further on bad psychology let's see if we can get thru the week without more warnings or disappointments / jim

To: limtex who wrote (20799)	11/29/2000 6:56:12 PM
From: CAtechTrader	Read Replies (1) \| Respond to of 65232

Looks very specific to me too Limtex, also one of my partners just got off with an analyst who also believes it is company specific. GTW is a "formula" company, cutesy, folksy ads, etc. for that "down home" feel. That may well not be playing well any more...basically GTW's pitch is "you are stupid and don't know how to run a PC, so buy from us." We are years into PC penetration into the home and small office and frankly most people know how to operate a PC now, thus for subsequent purchases and upgrades Gateway is not appealing. The analyst said it is as much a reflection of a marketing failure, not evolving with your customer, as it has to do with demand for PC's. We should not measure the health of the entire technology sector by performance of a "niche" marketing company.