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

To: Mr. Miller who wrote (5455)	2/25/1998 7:36:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 8002

mr miller. gtw just didn't miss during one q. they preannounced 4 different times in 4 qs. this is a fact. the one "good" q they had they grew eps by 5%. this is wholly unimpressive in my mind. if any of my stocks grow their eps at 5% i'm completely underwhelmed and disappointed. everyone on gtw's thread is either blinded by something or very easy to impress, imho...

To: Mr. Miller who wrote (5455)	2/25/1998 8:17:00 PM
From: DWW II	Read Replies (1) \| Respond to of 8002

Mr. Miller, I don't think it is a good idea to compare GTW to DELL at this point in time. DELL is AA++ and GTW might be a B- in the world of well run companies. Yes, they both sell PCs and yes, they both use a "direct model", but that is where the comparison stops. For now why don't we just say that the PCs market is growing so fast that any company that is at least a B- can enjoy major growth. Quality, Price, Service & Corporate Structure (Culture) should be left out of any comparisons at this point. GTW will grow because the market is running so fast. GTW will not take Mkt. share from DELL based on any of the above qualifications. I don't know how to respond to your 5 qtr. lag theory. I do think GTW will grow. DWW II