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.

Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Ploni who wrote (1224)	1/22/1998 2:46:00 PM
From: Cosmo Daisey	Respond to of 18691

Dr. Stein, I have shorted GTW in the past for good returns but its always one to keep an eye on because it turns quickly. GTW isn't a value added maker, just assembling parts from suppliers. Long term its who is the best at marketing that survives. I am out of GTW now and think its on a run up at the moment. My T/A says watch for now. Beware of analysts, they are usually telling the oposite of their intention. Earnings reports can be scary, caution is needed here. If it starts down there will be plenty of time to get in. Dr Daisey

To: Ploni who wrote (1224)	1/22/1998 2:54:00 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 18691

Note of caution looking at GTW's PE. They took the proverbial bath last qtr, taking $113mm in "nonrecurring" charges. Don't know what their problems really are (other box makers make tons of money, even on $800 boxes), but the idea of a takeover isn't far fetched IMO as others might like to have an instant direct selling channel rather than building one up internally and also might be able to run it better. Price to sales, BTW, is only .9. Bob