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

To: Tmanquinn who wrote (4605)	11/6/1997 2:50:00 PM
From: ratan lal	Read Replies (2) \| Respond to of 8002

Vincent << If you spend more than 30hrs per month on the net, your a GEEK and not the bread and basket customer that AOL is making millions from >> 1. AOL is unlimted at $19.95 / mo 2. For the cost of 1 lunch over GTW's 12.95 no one has to keep track of their internet usage. 3. It is easier to use (for low usage) if you are always connected than to start the computer, connect and check a couple of e-mails. 4. Have you heard of Cable Modems - Always connected ? 5. Have you heard of ADSL - always connected 6. Have you heard of the growth of internet users for everything including on-line trading and SI posting ? 7. Have you heard of Bill Gates investments in Cable Cos. to provide hi-speed permenant connection ? All the kids I know have and use computers and internet regularly. Are we bringing up a generation of geeks ? Or are you ignorant old fart who is set in his ways. Lets continue this conversation after about 2 GTW quarters and we will see how successful they are in the internet. Boooooooooooo!!

To: Tmanquinn who wrote (4605)	11/6/1997 10:19:00 PM
From: wolfdog2	Read Replies (1) \| Respond to of 8002

Vincent, get real GTW doesn't have a snowball's chance in hell of competing with AOL. AOL has millions of subscribers and terrific content. Perhaps you can tell me what experience GTW has in producing content? I doubt that they will even be able to get up to critical mass to produce anything. The market, btw, gave GTW a rasberry today for their ISP launch.

To: Tmanquinn who wrote (4605)	11/7/1997 9:34:00 AM
From: jas cooper	Respond to of 8002

PC Makers' Slump Thurs. Tied To Pricing, Asia By Lisa Bransten The Wall Street Journal Interactive Edition SAN FRANCISCO (Dow Jones)--The gloom among investors in personal-computer makers' stocks showed no sign of dissipating Thursday, prompting another day of profit-taking in the sector. Jim Poyner, an analyst at CIBC Oppenheimer, attributed some of Thursday's activity to rumors that semiconductor giant Intel Corp. (INTC) would be "notably somber" when it meets with equity analysts on Friday. Also, he said, the mood among money managers and analysts was more worried than exuberant at this week's American Electronics Meeting in San Diego. "People certainly weren't there making big new bets," he said, adding that "money managers are more defensive in nature right now." Especially hard hit on Thursday was Dell Computer Inc. (DELL), which is among the highest-priced components in the sector, lost 2 5/8 to 81 on the Nasdaq Stock Market, well below its 52-week high of 103 7/8 hit Oct. 16. Where once Dell defied gravity, it's now coming back to earth, said Jim Toes, co-head of technology trading at Merrill Lynch & Co. "There is a little bit if change in psychology and stocks with high multiples have fallen out of style," he said. Elsewhere in the sector, Compaq Computer Corp. (CPQ) shed 1 1/2 to 65 7/16 on the New York Stock Exchange, while Gateway 2000 Inc. (GTW) added 1/1 6 to 28 13/16 on the Big Board, regaining some of the losses it saw Wednesday. Poyner said the only PC stock he was recommending was International Business Machines Corp. (IBM), adding that his "buy" recommendation had more to do with Big Blue's service business than its PC sales. Where the other "box companies" are concerned, he said the popularity of sub-$1,000 machines and the potential that Asian countries will compete on price in the wake of currency devaluations in the region woul d probably cause margin pressures in the near term. Thursday, IBM announced its own sub-$1,000 PC . He added that Wednesday's announcement by Gateway 2000 Inc. (GTW) that it plans to become an Internet-service provider and configure its computers to allow users to get onto the Net immediately was a bow to the market for less-experienced users seeking lower-priced PCs. "The clientele that Gateway has traditionally had is already hooked up to the Internet," he said. "This is aimed at the lower end of the market." "Dow Jones News Service" "Copyright(c) 1997, Dow Jones & Company, Inc."