Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: PeterR1700 who wrote (4520)	11/2/1997 9:17:00 PM
From: Neil_L	Read Replies (3) \| Respond to of 8002

Not sure about Cramers longterm view of GTW...my own coincides with other bearish views espoused on this thread (Sid put it very well a few posts back...no added value to a commodity product). In a nutshell, I see a similar consolidation in the boxmakers that occurred in the diskdrive sector back in the late 80's...we'll end up with a few major makers (my guess, DELL, CPQ, HP and IBM)...all the others will be squeezed out or bought out. Looking at recent reports on the industry that show the above 4 taking more and more market share...GTW's deteriorating fundamentals over the past few quarters...DELL going after the consumer market (GTW's homeground), CPQ getting into direct mail...all of these confirm this trend, for me anyway. Neil.