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

To: Wayners who wrote (6006)	6/16/1998 9:09:00 AM
From: Wayners	Read Replies (1) \| Respond to of 8002

From the Dellhead thread: On CNBC Michael Murphy, editor of California Technology Letter. Just stated Computer Average Selling Prices (ASP's) will go up second half of year. 50.00 to 100.00. He also expects unit sales up 15% to 16% this year.--source of his forecast , MSFT, INTC and DELL.

To: Wayners who wrote (6006)	6/16/1998 8:07:00 PM
From: Kory	Read Replies (1) \| Respond to of 8002

Thanks for the history on Ashok. It was bad enough when "whisper numbers" came into fancy and now we have semantics over whose estimate. Great industry those analysts work in. As far as being fooled, doesn't really matter. I was not planning to sell regardless of the opinion, just was surprised by an analyst saying anything after GTW gave guidance last week. In the mid $40's, GTW is trading at about a 20 PE once we get last years ugly third quarter behind us. They seem to be executing better and better, and I do like the new YourWare program (although the name is a bit silly). And while everyone is frantic about ASP, I'm much more concerned about average margin. And with the blood letting in every subcomponent category, IMO it is good time to be the end guy.

To: Wayners who wrote (6006)	7/24/1998 3:56:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 8002

>>Looks like you too were fooled by Piper's analyst comments. He said that he thought GTW would miss HIS estimate---not miss the quarter and the consensus estimate. Piper's estimate is a penny higher than the consensus estimate. Does this new Piper analyst think he can suddenly and unilaterally set quarterly earnings expectations for GTW? THIS GUY HAS NO TRACK RECORD AND SHOULD NOT BE FOLLOWED.<< seems the piper analyst scrambled some eggs on all the gulli-bulls' faces today. if he was such a criminal for being perceived as wrong (when, in fact, he was dead right!) when the gtw cfo was such a hero for being perceived as right when, in fact, he was dead wrong!) then what does that make the gtw cfo (and his company's management that supports this behavior!) now that is was proven he was wrong and the piper analyst was right? barring inconsistent and hypocritical views, the gtw ceo is at least as trashy as the piper analyst was deemed before reality hit. of course, the bulls aren't consistent and will excuse the cfo for no other reason than they want to. am i wrong? >>THIS GUY HAS NO TRACK RECORD AND SHOULD NOT BE FOLLOWED.<< are you now willing to say this about gtw management? or, more probably, what is their "e-x-c-u-s-e" and why do they get it when the analyst doesn't? ;-)