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


To: Kory who wrote (6520)8/18/1998 5:49:00 PM
From: yard_man  Respond to of 8002
 
GTW will ride DELL's coattails a little I expect. DELL's performance was pretty good I think given what we know about the slide in ASPs.

Perhaps there'll be another good quarter or two for these guys. Not impossible, by any stretch. People are buying iMac's with no floppy, maybe the market is not totally saturated, yet. Good trading or, er .. investing.

Regards,
Tippet



To: Kory who wrote (6520)8/18/1998 10:11:00 PM
From: DWW II  Read Replies (3) | Respond to of 8002
 
Matthew T Swanson

I wonder why GTW stock price is up for the last few weeks?

Especially the last few days??

I wonder why it will be up tomorrow and maybe for the next few days, and then drop down to the low 50s again??

It all seems so mysterious to me.

I wonder why GTW is having problems in EU??

"Meanwhile, Dell's European revenues grew 73 percent and accounted for a quarter of Dell's total revenues. In five core
European countries, revenues grew by more than 100 percent".

Did someone say that GTW had 1 Billion in cash?? Where??
S.Cal, Salt Lake, Ireland?? Where is the 1 Billion in cash??

DWW II



To: Kory who wrote (6520)8/18/1998 10:19:00 PM
From: Skeeter Bug  Respond to of 8002
 
kory, i'm not betting dell will go down ;-) gtw is no dell ;-)

you can argue for a very high pe for dell - though past performance is not necessarily indicative of future performance. i think growing at 80% isn't sustainable for the longer ter - maybe short to medium, though. i've been VERY impressed with dell's ability to grow nearly 10 times the industry average for quite some time...

good luck.