Analyst Enderle: ‘Within six months, we will see a new Gateway’

“Within six months, we will see a new Gateway. It should be profitable, it is already focused, the merger will be behind the firm, and it is already running hard. Most companies in this segment are not equipped to deal with change at this rate. Gateway’s changes should better position it to take advantage of the market recovery. Nothing is sure, but so far this is textbook implementation, and I’m a big fan of doing things that are known to be successful as opposed to reinventing the wheel,” analyst Rob Enderle of The Enderle Group writes.

Of the closing of all Gateway retil stores, Enderle writes, “Gateway opened its stores in order to build a retail presence. Apple, which has had a similar problem as a result of its decline and also has built a large number of stores, has been experiencing a substantial amount of channel conflict. The conflict stems from some retailers believing that Apple is providing its stores with advantages that retailers can’t access. Whether true or not, that perception can and does cause retailers to discontinue the lines in conflict.”

Full article here.

Meanwhile, Forbes reports, “Prudential Equity Group said Gateway may be making a misstep with an announcement to close its remaining 188 company-operated retail stores on April 9. Prudential said that by closing its stores, ‘Gateway not only loses any differentiation relative to its branded integrator strategy, but also loses the ability to up sell and cross sell to the customer.'”

Full article here.

45 Comments

  1. wouldn’t have been a normal week without Enderle writing something stupid… how many times has anyone said “I wish I had a gateway instead of this dull” if you are buying a cheap pc you care about price not who made the thing thus you will buy a gateway if its so cheap that they make no money off it…. not a good way to run a business.

  2. Ok Enderle, you’re on. Come back in 6 months and give us a full update on how they’re doing and we’ll see if you’re right.

    Funny thing is, when he’s proven wrong in 6 months and Gateway is not a “profitable company”, we won’t hear a peep out of him about it…

  3. Replace “Gateway” with “Apple” and Enderle and Thurrott would be giving themselves self-congratulations for their prophetic pronouncements. But as poor Gateway bites the dust Enderle, the near mythological seer, graces us with a future of hope and promise. Speaking of promise, when will Longhorn be available, guys? On the next generation Gateway, perhaps?

  4. All this PC rubbish. PC fanatics are the same type of dorks…who look at a Chevy Monte Carlo – NASCAR, racing car …and say “awww coooool” look at that set of wheels ! Mac users are the type to say “That’s a pile of poop” …and then remark favorably at a Ferrari or Lotus. Simply put – some of these analysts cater to a low expectation crowd. The Wall-Mart gang. You’ve seen ’em. No teeth, forty kids in the back of the pick up truck eatin ice-cream. They could get a Mac…but don’t…and then when someonr shows them how cool macs are…they get mad and turn to geeks like Enderle to make ’em feel better. They usually say intelligent things like “oh yaa…Bill Gates is the richest man on earth ” !! Huh…I firmly believe if Ballmer came up with a free bag of poop promotion…Enderle would remark …” Apple is losing market share in the poop sector…” And then all those PC dorks would go “Yaaaaaa…”

  5. hey! wasn’t the retail channel the best way to hawk Consumer electronics?

    yea! you’re not gonna buy freakin 30 inch TV over the web… you gotta touch it and sit in front of it… etc

    oh well.. gateway wants to play the shitty pc commodity game..

    oh well, just don’t come out wih a dell dj, and you’ll be fine, gateway..

    gateway?!

    “refer to me as eMachines from now on..”

  6. MDN, in 6 months, can you remind us about this article? October 2nd. And when October 2nd comes and Gateway doesn’t turn around, this guy won’t mention anything…

    And Apple is going out of business soon, isn’t that true?

  7. Gosh, Rob, want an impressive resume that you have! Just oodles and oodles of words. Kinda reminds me of the old phrase “Publish or perish.” Sadly, it isn’t in the quantity of the work that matters, but the quality.

    If in 6 months Gateway is nothing more than a memory you will have re-established your puny human frailty. If Gateway roars back with a vengeance then “Good guess, Rob!” because many of your previous pronouncements were nothing less than wrong, wrong, wrong.

    Stick to reporting the news rather than predicting it, Rob.

  8. I just checked out your website Rob, incidently I have previously read a lot of the articles that you have in your archives, prior to reading the comments of others that are posted on this forum. I have to say that I would tend to agree more with the comments posted on this forum than with the aricles you write. Also I noted that you seemed to have had a bit to do with every tech company EXCEPT Apple.

    To compare Microsoft to Apple:

    Microsoft is best at selling, marketing, and supplying through its massive distribution channels.

    Apple innovates, designs, and creates new products that customers want to use. They just tend to trip over a bit when it comes to catering for supply to meet the demand although they are improving ( Touch wood).

    In summary Rob, your website makes you sound like a “Legend in your own mind”

    Thanks for the link it was an interesting read.

    PS. Incidently I am a Windows XP owner and user of iTunes for Windows with a 20GB iPod and a Mac operator (my day job).
    No iTMS in NZ yet!

  9. Rob:

    Not much you should be worried about on MDN – it’s not a significant website at all.

    Its webmaster doesn’t do much other than render Mac-centric opinion on anything that can be twisted into Mac news… and its readers, the gullible that buy into such twistings.

    Being in the market for a new PC (Mac or Windows), I’ve visited this site on occasion for about a month now. That it links to tech articles on other websites is about its only useful feature.

  10. Rob:

    Not much you should be worried about on MDN – it’s not a significant website at all.

    Its webmaster doesn’t do much other than render Mac-centric opinion on anything that can be twisted into Mac news… and its readers, the gullible that buy into such twistings.

    Being in the market for a new PC (Mac or Windows), I’ve visited this site on occasion for about a month now. That it links to tech articles on other websites is about its only useful feature.

  11. Wow, M&PG; – a whole month. I’m impressed with your “sticktoitiveness” – how many stories have you read? Didja notice that not everything posted by MDN is syrupy-sweet goodness for the Mac? If this is such an insignificant site, why are you here posting? Just wondering…

    As for your dream laptop – ewwwwww. Blech. Double-blech. Go find an Apple Store or, if there’s not one nearby, a CompUSA or Micro Center, and testdrive a PowerBook or iBook. Please. Quick.

  12. Mac & PC Guy:

    Since it appears that you have diligently searched the web for “useful” websites please list these in your next blog. I am sure that we would be amazed, astounded, and eternally grateful for revealing to us poor MDN bloggers your most meticulous investigations. Or, is it, that you can write trash and that�s about it?

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