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: Neil_L who wrote (4521)	11/3/1997 10:28:00 AM
From: AreWeThereYet	Respond to of 8002

Neil, while I may look like a bear than a bull. I think GTW will doing fine at least for another 3 years. It's revenue is still improving, market demand is still great. And GTW now has a grip to server and workstation technology from ALR. If it ables to improve the marketing strategy then it will come back. I am not going to buy it now but it should be a great buy in low to mid 20's. Good Luck aC

To: Neil_L who wrote (4521)	11/3/1997 10:43:00 AM
From: PeterR1700	Respond to of 8002

Neil - thanks for your GTW thoughts. Does seem to be a consensus about their future and it isn't rosey. Peter

To: Neil_L who wrote (4521)	11/3/1997 10:44:00 AM
From: jas cooper	Read Replies (3) \| Respond to of 8002

I wonder what, other than current market sentiment, makes you think that DELL is any less a commodity product than GTW? Do you remember DELL a few years ago when people thought they would fail due to a disgraceful notebook computer initiative? They now have one of the best reviewed notebook lines in the business ( I happen to think they suck). GTW has screwed up a little recently, but they also have some good projects going. I think the deal with Vtel will be well received in the corporate world, with everyone clamoring for videoconferencing. I am long GTW, and although not risk free, the stock is way down from its highs, with excellant prospects for a rebound. DELL is at the top of its game, and must continue to grow at unheard of proportions to maintain its high P/E. CPQ is a cash cow, and should be a part of every good tech portfolio. Just my opinion...