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

To: mts362 who wrote (6423)	8/7/1998 1:39:00 PM
From: DWW II	Read Replies (1) \| Respond to of 8002

Matthew, OK I won't waste your time anymore with comments along these lines. But, do me a favor and watch what happens to GTW stock price as we move toward the DELL announcement. And more importantly what happens to the GTW price after the announcement. It will ride up with DELL and then crash under profit taking. If you want me to comment on the company then here it is. GTW announced that they are having real problems in Europe. HMMMMMMM, I wonder why a growing company would have a problem in the fastest growing region, in terms of PC sales, in the world. One of the reasons the boxmakers are up in general is because of the (announced) 19% PC growth rate in Europe. GTW has a plant in Ireland doing nothing. They also now have a plant in Salt Lake City doing nothing. They have their financial people on the East Coast. R&D....and CEO in S.Cal. Phone line "help" people in New Mexico and the original "cow guys" rockenandrollen in N. Sioux City S.D. Don't get me wrong, I like GTW quality. I own three GTW PCs. A 166MH, A 266MH & a 400MH. I love them all. The company is just not well run at this point. I look for a warning this third qtr. and a good opportunity to "get in" before the x-mas 4th. qtr earnings report. I do not long term hold GTW. I use it as a way to finance my margin account. I just use them for money. I long term hold DELL & CPQ as I feel they will grow in a more consistent way. Steady. Love ...............DWW II