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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Satellite Mike who wrote (174)3/16/1998 7:15:00 AM
From: jjs_ynot  Read Replies (2) | Respond to of 2578
 
What do folks think of GTW. They have a business approach very similar
to DELL but about 1/10 the market value. In some ways they outdo
DELL in BTO. The piece parts don't even enter the factory. UPS
brings the parts (monitor, keyboard, etc.) together in w warehouse
just before delivery to customer. They have are at 6 times book value
vs. 37 for DELL and .94 times sales vs. 6.6 for DELL. Both are
around 53 P/E. It seems like GTW has a lot more room to grow without
bumping into the big boys and having to offer enterprise-wide
solutions (i.e. businesses are getting tired of buying single parts
of a network; they want a single vendor to provide the client, server,
and if possible LAN/WAN so that the liability for performance is on
the vendor vs. customer).

In summary, thoughts on GTW?



To: Satellite Mike who wrote (174)3/16/1998 8:59:00 AM
From: Jason W. France  Read Replies (1) | Respond to of 2578
 
Michael

Actually what I said was that according to Dell PR info only 10% of their sales are to consumers.

What their CFO stated on their Q4 conf call was that of those 10% sales to to consumers they are focusing on the second time buyers not the sub 1K first time buyer. this was evident as the CFO stated that their ASPs remained at ~$2500 in Q4 for that market segment

Jason


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