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

To: Dr. David Gleitman who wrote (5837)	5/3/1998 3:17:00 AM
From: NicholasC	Read Replies (1) \| Respond to of 8002

Dr. Dave, I brought the same issues up around a week ago(see posts 5812, 5816). $70/share and why don't we value GTW as DELL? I can't understand the irrational mentality pervading in this market. GTW is not of the same caliber as DELL. Comparing the two isn't even fair to GTW. Dell is way ahead in inventory management, supply-chain management and business model. Dell booted retail a few years ago. GTW is just starting(of course, let's assume that GTW has smarter people that know how to make it work). Anyone long this stock and experienced with the way the stock market works might even guess that it would be better in the long run if the stock pulls back and consolidates. But I guess "rationally" speaking we should dream of it making a run on 70. The longer it over-extends, the further down it is going to go - in the short term - and it might do some permanent technical damage if GTW's performance faulters in any way. -N