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

To: Dave Funis who wrote (5936)	6/9/1998 2:39:00 PM
From: Greg Jung	Respond to of 8002

Reality is never apparent! Your statement about "never" reaching the teens is repeated often on many of the finest stocks, during periods prior to reaching "teens" or equivalent. It can certainly happen to Gateway although not in the next few months, nor do I think that economically they deserve it but at some point they may. I'm sure Sinclair was a fine investment, and you would certainly have said something lauditory about the shares of Commodore Computer. Remember Kaypro? Gateway could melt away without the slightest murmur of the rest of the market. Or not. Greg

To: Dave Funis who wrote (5936)	6/9/1998 8:03:00 PM
From: Dr. D	Read Replies (1) \| Respond to of 8002

If GTW ever fell 35 points from here, I'd mortgage my house, sell my car, pawn my wife's wedding ring and buy as much as I could get my hands on..... Hea and you would loose that as well. It's coming. If you mortgage your house and pawn you brides rings you would make more shorting GTW. Just my 2 cents

To: Dave Funis who wrote (5936)	6/10/1998 12:41:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 8002

dave, when micron tech was $95 people had the same convictions. i see the teens as well. not too long ago we were pretty close. and business is getting worse, not better. good luck.

To: Dave Funis who wrote (5936)	6/10/1998 9:23:00 AM
From: IceShark	Read Replies (1) \| Respond to of 8002

Hum, Remember Control Data or DEC @ 200? Maybe such a comparison is unfair because those were really technology companies and GTW is more a final assembly and sales company. I'm sure we could come up with some closer screw up examples if you are really convinced it could never happen. Regards, DWW

To: Dave Funis who wrote (5936)	6/10/1998 10:34:00 AM
From: Mike M2	Read Replies (3) \| Respond to of 8002

Dave, the reality of a slowdown in the rate of growth for PCs and declining asps -crushing margins is the reality that will take GTW into the teens without a split. In addition, we have yet to feel the impact of the recession/depression in SEA and Japan. to add to the boxmakers troubles we have a fairly saturated US mkt and record levels of consumer debt. you will see GTW in the teens after New Years if not sooner. There is a little dose of reality in a world of fantasy. Mike