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


To: Sid Turtlman who wrote (4518)11/2/1997 8:48:00 PM
From: PeterR1700  Respond to of 8002
 
Sid-your bearishness is very thoughtful and CONVINCING. Not sure where I'm going with it, maybe away.

Taking long, hard looks at ATI, COMS and QNTM. Got a few words re: same?

'Preciate it. Peter



To: Sid Turtlman who wrote (4518)11/3/1997 8:41:00 AM
From: Skeeter Bug  Respond to of 8002
 
sid, the killer for gtw is they are not savvy manufacturers. cpq is. dell is pretty good, too. gtw sucks and so do their numbers.



To: Sid Turtlman who wrote (4518)11/5/1997 4:25:00 PM
From: Joss  Respond to of 8002
 
Hi Sid,

Well put. GTW had a niche market and thus fared well. The niche is now crowded, but GTW is still GTW, with no counter for agressive pricing. I have long term puts on GTW and, as of yet, have not seen anything to make me think that it is a bad move.

Steve