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

To: Mr. Miller who wrote (5487)3/5/1998 9:52:00 AM
From: yard_man  Read Replies (1) | Respond to of 8002
 
See it's this kind of reasoning that will make for the "tech blowoff" when it comes. Look for any and all kinds of rationale for a sequential decline in the revenues by the monopoly provider of microprocessors except the most obvious, a slowing rate of growth in overall sales of the end product. I love it -- just keep it up for a few more months, please.



To: Mr. Miller who wrote (5487)3/5/1998 5:35:00 PM
From: yard_man  Read Replies (2) | Respond to of 8002
 
Just wanted to post this even though you've probably already seen it-- in response to your reasoning about INTC. If INTC needs to get into sub $1000 market to resume revenue growth -- what is GTW's strategy primed for?

biz.yahoo.com

Do you think that HWP, CPQ and IBM are moving to the direct model?
I don't think it's an easy route to money or they would be there already -- if they are moving in that direction then GTW is going to have more competition.


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