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

To: IceShark who wrote (6988)	1/21/1999 6:36:00 PM
From: JParker	Read Replies (1) \| Respond to of 8002

Actually, the whisper number was $.83, so like much of life the truth lies in between.

To: IceShark who wrote (6988)	1/22/1999 6:06:00 AM
From: D. Swiss	Respond to of 8002

Ice, I believe you are wrong about the whisper and GTW's future. As far as what analysts were expecting, most didn't expect them to make the estimates which is why the stock has been lagging of late. If you recall, Aschmuck cut his estimate in December to .72 and he missed by 13%. I just reviewed the report and it looks stellar to me: gross margins are up, cash is up $700 million, a/r is almost flat on higher revenues and inventory is down to 8.5 days (in a rapidily falling component price environment this benefits GTW and Dell). This stock is trading at a discount to future earnings and below industry averages which will provide tremendous upward momentum immediately. Good luck with your position. :O) Drew