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

To: Skeeter Bug who wrote (4495)	10/31/1997 10:18:00 AM
From: ratan lal	Read Replies (1) \| Respond to of 8002

Skeets << vince, sony is not dumb >> I hope you are right and Sony learned from their past investment in (cant remember the name- was it Universal??) movie studio. Ratan

To: Skeeter Bug who wrote (4495)	10/31/1997 11:00:00 AM
From: Tmanquinn	Read Replies (2) \| Respond to of 8002

Skeets your right but your not right, let me explain. Their corporate business will grow, though likely slower than industry growth (decreasing market share). However, this is not necessarily the attraction to Sony. I can name a dozen manufacturers that can take GTW corporate business and turn it around in two years to rival CPQ. Sony is not interested in this. Their focus is consumer business. GTW is a long-term threat to Sony's highly profitable home entertainment centers, and a potential opportunity for Sony's consumer electronic competitor's to give Sony some competition. That's where GTW's future is.