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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: GuyNixon who wrote (27308)	4/10/1998 11:42:00 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Guy, I am not much for targets, but Gateway is one I believe will not exist in 5 years. You never know when somebody really stupid will do a takeover, look at Citicorp and Travellers, but I don't see any buyers in this environment. CPQ suckered in on DEC and they are now paying the price on that bad move. Gateway would kill CPQ stock price. And I don't think anyone else is quite that hot to trot during a pc downturn. Gateway is nowhere is cheap pcs and they are nowhere in upscale pcs. Some decent contracts with govt. and business and some sharp pencil shavings from the big writeoffs may let them make this quarter, but after that, le deluge. Dell may have more than a few quarters to go. But I see them hitting the wall by this time next year. Either that, or every other boxmaker will be close to belly-up. The server market is in a glut and the high end just doens't have much appeal to the masses right now. They have knocked off nearly all the weak sisters, so I don't see where there growth comes from now. MB