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


To: yard_man who wrote (6302)7/27/1998 2:12:00 PM
From: Ramsey Su  Read Replies (1) | Respond to of 8002
 
tippet,

sorry if this has been previously discussed but the IDC reports are in units, not $$$$.

Using GTW as an example, per their qtr release, unit growth of 33% resulted in a 16% revenue increase. Is this true across the board?

If one look at the total unit volume growth of 13.9% worldwide or 12% for the US market, could the actual $$$ sales growth figure be NEGATIVE?

Ramsey



To: yard_man who wrote (6302)7/28/1998 10:31:00 AM
From: H James Morris  Read Replies (2) | Respond to of 8002
 
GATEWAY 2000 INC(GTW)
Bid: 57 5/8 BidSize: 10 Open: 54 1/2
Ask: 57 13/16 AskSize: 120 Close: 54 7/16
Last: 57 3/4 High: 58 Div.: 0.00
Change: +3 5/16 Low: 54 1/8 Yield: 0.00
A.High: 68 3/4 P/E: 70.70 Volume: 949100
A.Low: 25.063 EPS: 0.77>
Sold my puts. Didn't make any money but I feel this is a mini short squeeze.



To: yard_man who wrote (6302)7/28/1998 10:52:00 PM
From: Pruguy  Read Replies (1) | Respond to of 8002
 
while i agree these are very high rates, it is not so when you compare to other leasing rates on pc's/ At&t which is the largest in this area, I believe charges about the same rate...secondly, I doubt that gtw will keep the financing on their books.....thwey will sell te loans to someone else and free up the capitol for a high ROIC.