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

To: Pruguy who wrote (6186)	7/23/1998 10:50:00 PM
From: yard_man	Read Replies (3) \| Respond to of 8002

Dell already has a lease program. Folks already finance PC purchases. Here's what you need to understand -- GTW is trying to move where the money is -- in the financing -- they can't make anywhere near the margins they used to on the boxes and this situation is not going to improve for them. This is a bearish fundamental if ever there was one.

To: Pruguy who wrote (6186)	7/23/1998 11:22:00 PM
From: william j cap	Read Replies (1) \| Respond to of 8002

pruguy, i'm sure it will look great that they sold $50 million worth of pc's last month. to bad they were only paid $1 million for them. then next month people will be changing their mind about them and bringing them back. the month after people will decide they don't like the internet provider provided. 3 months from now is when the non payers start to show up and it is repo time. sounds just like when aol was signing up millions because it was free and counting them as actual customers. william