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

To: Brian Lempel who wrote (4885)	11/30/1997 5:34:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 8002

>>Everything I have seen points to a very nice quarter.<< brian, what do you have? oh, and please define "nice" ;-) muei's huge disappointment doesn't seem to affect you view of gtw even though they are very, very similar companies. how come? how do you see gtw competing with an $880 hewlett packard box that is very similar to a gtw box (though gtw is a little nicer)? oh, and the monitor is free ;-) i don't seee it happening. also, it is telling to me that gtw DID NOT pass any of the pentium price reductions on to their customers. how can they compete when everyone else does? oh, and everyone else's prices were lower to begin with ;-)

To: Brian Lempel who wrote (4885)	11/30/1997 7:55:00 PM
From: ratan lal	Read Replies (1) \| Respond to of 8002

Brian << GTW's fundamentals look pretty damn good to me. Everything I have seen points to a very nice quarter. >> Accounting tricks.You have probably heard of how MSFT can move profits from 1 qrtr to next. Well you can do the same thing to losses. The one thing I do know about is obsolete inventory. You can keep collecting it at full cost till you finally write it down to its market value (or completely obsolete ot to 0) and then call it a 1-time charge. The key is to know when they are going to write it off. GTW did that last quarter (still dont know how long that inventory was collecting). There may be other such items that are inherently inside info unless youa re good at accounting and can extrapolate the info from qrtr to qrtr. ratan