SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Gateway (GTW) -- Ignore unavailable to you. Want to Upgrade?


To: AreWeThereYet who wrote (4512)11/1/1997 7:12:00 PM
From: Sid Turtlman  Read Replies (2) | Respond to of 8002
 
Andy: Interesting article. It shows that CPQ doesn't need GTW to sell direct. Neither does anyone else, either. I'm not predicting the real short term, but I think within two years or less GTW is well into the red and selling in single digits.



To: AreWeThereYet who wrote (4512)11/2/1997 11:16:00 AM
From: PeterR1700  Read Replies (1) | Respond to of 8002
 
Andy - thanks for the link to the CPQ story. Ironically, I just bought a taste of CPQ figuring in the low 60's it was a good entry point.

What should one intuit from the article? That GTW will be reduced to an "also ran" or that someone might buy them?

As always, your thoughts are greatly appreciated.

Peter