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


To: Kory who wrote (6562)8/23/1998 8:39:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 8002
 
kory, why do you believe gtw will accelerate its eps growth above recent levels? after all, asps are dropping really fast, component, ie, dram, is firming a little and demand isn't really growing all that fast. seems most of the indicators say more of the same or worse.

all i can think of is that people are buying gtw hoping for the next dell. wow, dell has been astounding, however, gtw is no dell. dell is growing at 12 times the rate as gtw in the same pc environment.

what is occuring that will markedly change future results from current results?

i don't see it...



To: Kory who wrote (6562)8/23/1998 2:19:00 PM
From: D. Swiss  Respond to of 8002
 
Kory, I call it Dogway somewhat tongue in cheek. Even though I have a 6 bagger going on this stock versus a 31 on Dell, I am hoping it gets acquired. I am disgusted with management's (particularly the CFO) misleading statements prior to the last quarter report. In my mind they cannot be trusted anymore. However, the company still had a solid performance in the midst of a price war and this Yourware strategy is a sound one. I am not concerned with sticking around for a while waiting for an acquisition.

:o)

Drew