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

To: Bipin Prasad who wrote (6810)10/22/1998 6:02:00 PM
From: JOHN CHEN  Read Replies (1) | Respond to of 8002
 
I am surprised that the whisper number is between 42 to 46 as I looked up some of the websites. I thought it would be higher than the estimate.

It seems very unusual.

Maybe people don't have a lot of faith for GTW to beat estimate.



To: Bipin Prasad who wrote (6810)10/22/1998 6:02:00 PM
From: yard_man  Read Replies (2) | Respond to of 8002
 
Unit sales had to be up significantly for sales to grow, right? For instance, if unit sales grew by 18% sales would be stagnant given a 15% decline in ASPs.

Increased sales is great -- it's finding the proper benchmark that's hard. In the comparable quarter last year is when they took the big writedown -- there were some troubles -- takes a little while to sort this stuff out.

Can you get me that source? I curious what components were in shortage.


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