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


To: Skeeter Bug who wrote (6657)9/10/1998 9:56:00 AM
From: RDR  Read Replies (1) | Respond to of 8002
 
Here is a piece from DJN BARRON's Dated Sept. 05, 98 regarding GTW
David Tice's view is that with prices declining "this will turn into a commodity assembly business.". Later in the article he has indicated that the current price $45 could be haved. His estimate
Current Price Year 2000 Price
AMZN $83 $ 10
Reason: " A great Company missing one element ... profits"

GTW $45 $20s
Reason: " Will turn into a commodity business."

INTC $77 $40s
Reason: " Always moved customers to new higher -end chips --- but that game is over. "

I will try to get a electronic copy of the document and post it for everyone to read.