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


To: yard_man who wrote (6041)7/1/1998 3:11:00 PM
From: Ramsey Su  Read Replies (2) | Respond to of 8002
 
tippet,

thanks for link, you think this index has enough volume to justify today's action?

The increased volume does point toward institution action. With DELL and CPQ not moving in proportion, GTW may be a good short as soon as the dust settle here. What do you think?

I was thinking through this your :)ware idea. Wasn't there a company a number of years ago who had a business model of leasing computers? I think they lost their shirt and vanished.

GTW's model is not leasing but what are they going to do with all the trade ins? I see both pros and cons to the model. The most negative point that I see is if in fact they are successful, any of the competitors can copy it very easily.

Ramsey