There are a fair number of potential acquirers out there, and the one thing Gateway really has is a well-known national brand in the U.S.. A suitor from China wouldn't be out of the question.
More Quotes from Roger Kay:
The market's reaching maturity. I see a zero-growth scenario out around 2005 or 2006.Roger Kay
Intel is in a position to tip the balance on this one, and in fact seems likely to do so,
Roger Kay
There's a lot of capacity around, and the demand still seems to be pretty weak,
Roger Kay
There's been this long-term trend at Comdex for the action to move off the floor, ... Originally a lot of the people who came were resellers, and serious business got done in the booths, and the booths weren't that expensive.
Roger Kay
Mark is clearly a numbers guy. Right now he's playing by the numbers, and that's fine. But there may come a point when the company may want to start inserting some more vision.
Roger Kay
What I've noticed about technology and upgrade cycles is that very rarely does it make any difference in the general flow of hardware shipments.
Roger Kay
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