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

To: Oeconomicus who wrote (5509)	3/5/1998 10:51:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 8002

>>CPQ is having problems now as you know (will they evaporate as well?).<< yes, but long after gtw ;-) no, actually, i don't know who will evaporate. i just think that nobody will grow eps and most, if not all, will see their eps decline substantially. >>I'm afraid I missed it the day of the lion and lamb lecture. Please explain.<< last year gtw preannounced and waitte said that business was "in like a lamb and out like a lion" for the q. his obvious intent was to make people think business was getting better so they wouldn't sell off his stock. well, the truth was that the q was "in like a lamb and out with lotsa lyin'" ;-) the q was very bad. so was the following q. the q after that they posted the operating loss. funny, though, nobody holds these chumps accountable for essentially misleading for the intent of manipulating their stock price. it doesn't matter whether it was intential or not. the result is the same. >>Wouldn't Intel's customers be expected to benefit vis-…-vis Intel if demand for Intel's product is slowing?<< yes, they will and they have been. however, box prices are dropping very fast just to keep demand growth in the low double digits. i don't think this is a long term solution - though it is very important as most boxies would be losing money if the components prices hadn't fallen over a cliff. if they firm up, though, then look out. nobody will make money. doesn't nec own packard bell? >>Wouldn't Intel's customers be expected to benefit vis-…-vis Intel if demand for Intel's product is slowing?<< people aren't patient enough to wait a year, imho - though mu is testing my mettle ;-) i think you will buy much cheaper - shall i mention the price? best not... ;-)

To: Oeconomicus who wrote (5509)	3/6/1998 6:02:00 PM
From: yard_man	Read Replies (1) \| Respond to of 8002

4. Wouldn't Intel's customers be expected to benefit vis-…-vis Intel if demand for Intel's product is slowing? Of course this is not assured or even likely! Think about it for just a minute! There is the demand that INTC "sees." There is the demand that GTW "sees." Collectively INTC's demand relates to demand all the PC retailers have on INTC for microprocessors. This implies, at the very least, slowing revenue growth for PC makers as a whole, perhaps even decline. If PC makers can get higher revenues selling fewer machines, then why are they having to cut prices more aggressively? -- e.g. CPQ's statements. Your reasoning is badly flawed.