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

To: Jim McMannis who wrote (6241)7/25/1998 12:44:00 PM
From: D. Swiss  Respond to of 8002
 
Jim, you are probably correct, but let me remind that gross margins did increase this qtr. This is primarily due to falling component costs (at the rate of 1% per week).

:o)

Drew



To: Jim McMannis who wrote (6241)7/25/1998 2:10:00 PM
From: Shahen Petrosian  Respond to of 8002
 

Tsk, tsk! Won't miss an opportunity to hype AMD! :-)

Fact is as an Intel Only boxmaker DELL is doing superbly. Efficiency makes or breaks boxmakers. AMD's recent yield problems make it an unpredictable source to deal with. Supporting a problematic chipmaker like AMD would be unwise for GTW.


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