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

To: Zoltar who wrote (6142)	7/21/1998 11:07:00 AM
From: Kory	Read Replies (1) \| Respond to of 8002

Simple answer to your question Zoltar: Dell is expected to make $1.96 per share this year - share price today is about $117 per share. Gateway is expected to earn $2.25 this year - share price today is about $67 per share. Dell obviously has performed better over the past few years in many respects, so they probably deserve the benefit of a higher value, however, the stock is super expensive now, while Gateway is merely expensive. As far as the country stores being a flop - that's a mighty broad conclusion from two visits to a store. I could make the same argument about every establishment I've ever been in. Get some real facts and come back - obviously you are entitled to your preferences as well as the people on this board. But saying that "Dell is such a better company" with no facts to back it up will hardly sway anyone who has researched their investments.

To: Zoltar who wrote (6142)	7/22/1998 9:15:00 PM
From: Fred Fahmy	Read Replies (2) \| Respond to of 8002

<gateways gateway country is a big flop> And this would be based on your sample size of ONE. You go into ONE Gateway Country showroom and decide the entire program is a flop. Very intelligent and very scientific. Well, to counter your ONE observation I can tell you that in my location the Country Store is packed every time I have gone in there (three times to be exact). I don't know how successful the stores will be, but there are people who want to touch and try a PC before they buy it. Up until know these type of consumers have been limitted to Compaq, IBM, Acer, Packard Bell, etc. through the traditional retail channel. Gateway is providing another option with little cost to them since they carry no inventory. IMO, these stores give GTW a certain advantage over other mail order vendors. I already know two people who bought GTW's after visiting the Country Store. These people would never have ordered a PC through the mail in the past but they did this time because they got to see exactly what they were getting. As for why I recently bought a Gateway instead of Dell....one word, flexibility. Gateway and Micron are both more flexible than Dell. Fore example, Dell refuses to sell a full tower case (something I needed). Dell also refuses to sell a SCSI adapter and SCSI CD-ROM unless you also buy a SCSI hard drive (which adds about $500 and for which I have no need). Both Micron and Gateway offer full towers and will sell the SCSI CD-ROM configuration with an IDE hard drive. I have dealt with all three companies and have owned one Gateway at work, two at home. I have owned one Dell at home and one at work. All three of these companies are excellent and all have their strong points but Dell is definitely the least flexible. IMO, they are starting to get a little arrogant. Disclosure: I have no position in any of the box makers. FF