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

To: larry who wrote (6049)	7/5/1998 2:21:00 PM
From: yard_man	Read Replies (1) \| Respond to of 8002

New highs are possible for both GTW and DELL, but that may be the swan song. The business has changed fundamentally in the past 6 months to a year and a lot of investors just don't understand yet. The day of getting a new 2 - 2.5k box every couple of years is over. PCs are becoming nothing more than an appliance. The profit margins are not coming back. This has not been reflected in the price of these stocks yet. This year, sooner or later, I do not know when, will be the end of the glorious, fantastic year-over-year gains in the stock prices for DELL, GTW and others (perhaps even MSFT).