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

To: IceShark who wrote (4863)11/24/1997 6:55:00 PM
From: Brian Lempel  Respond to of 8002
 
Dan, you are right about the markets. I have been saying ever since the 500 pt drop that it wasn't the end. I think we will see another bad week. Japan's problems (and SE Asia's) have global significance. US companies will face rough competition. Also, Korean selling of US bonds could make stocks look less attractive.

Still, I hope GTW will be strong tomorrow. DELL report looked really fantastic. I haven't heard the CC, but I think it will be positive as well, highlighting strong Christmas demand and lower cost structure. DELL's rising profit margins were a real surprise and will get a lot of attention, IMHO.

Brian



To: IceShark who wrote (4863)11/25/1997 9:22:00 AM
From: jas cooper  Read Replies (1) | Respond to of 8002
 
No matter what happens, I think (wishfully) that it will be bad news for GTW.

I think you're wrong.

This speaks to the still dramatic growth in demand for PCs. It will help most major boxmakers, just as MUEI hurt them recently.

jas


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