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To: H James Morris who wrote (40202)	2/15/1999 10:16:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

HJ: Sorry I dont know anything about Gateway. I know enterprise software stocks and some others such as Dell and Cisco where I was involved in the outbound logistics automation.... but even with Dell they have diversified so much into storage and high end such that the distribution model just isnt as key to the bottom line as it used to be. Fwiw, my sources tell me Dell is gaining mkt share in the server area. This is diametrically opposed to Niles' statements... so there you go (nothing official these are just friends of mine).