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

To: Nick Zaharias who wrote (5978)	6/12/1998 12:13:00 PM
From: Wayners	Respond to of 8002

I don't see it showing up in their revenue growth and eps yet. I've heard this PC growth/demand is slowing thing by "experts" repeatedly for the last 4 years and those numbers always seem to mysteriously be cranked up later. 2nd quarter is typically the slowest and 4th quarter is typically the strongest. I don't trust analysts, experts, prognosticators, and astrologists or anybody else. The numbers don't lie and to date, they don't show this slowdown. On Apr 28 Dell said U.S. domestic PC demand is "robust". Look at consumer spending in the retail sector in general. Gangbusters. People have lots of disposable income and high consumer confidence and they are out spending. Demand is fine. Oversupply and inventory is the problem in the PC components, but not with boxmakers that build to order. GTW doesn't carry final PC inventory just like DELL. Look at a chart of GTW PC sales per quarter. That doesn't show any sales slowdown either. I posted those numbers a few posts back. You can trust your experts and analysts but I'll wait until I see the other cards put down on the table first before folding my cards.