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

To: william j cap who wrote (6166)7/23/1998 7:03:00 PM
From: IceShark  Read Replies (3) | Respond to of 8002
 
William, take away their little "rent a pc program" and things would be real ugly.

I'm not so sure that is true, tough to tell at the moment. YourWare is just a simple 2 year financing lease with unlimited internet tossed in. Read:

gateway2000.com

To the extent it is cannibalizing what used to be their regular sales mix, it could represent a big downward movement in ASP mix.

P.S. Look at the bottom of the above page, looks like they might be turning over the financing biz to MNBA bank.

Regards, DWW



To: william j cap who wrote (6166)7/23/1998 7:16:00 PM
From: D.J.Smyth  Respond to of 8002
 
William they didn't meet estimates because their SG&A was 15% as opposed to 13% for all previous quarters. If they had maintained the SG&A at 13% as in the past, you'd be looking at $.62 in net earnings per share. What would your ideas be then?

According to the CEO the increase in SG&A was an event to beef up the company. Generally such events are one time as they will add to increased sales in the future and bring SG&A back in line with previous quarters (13%).


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