KL,
I second your thoughts. It will be very interesting to see how SEG weathers the next several months (whether or not they preannounce).
It would be incredibly strange if, after so many missteps in the Desktop segment over the last few years (ceding share to just about everyone), SEG can demonstrate the product foresight, time to market, operational execution, ...
As a shareholder, I am trying not to be biased (after all, they can preannounce and disprove the theory today). But, I think that SEG is firing on all cylinders. I am starting to believe the U-4 is just that type of product -- perfectly positioned, well-desgined (i.e., profitable at its price point), and incredibly well-timed. I know beyond any doubt that their actions in the channel (cutting partners, owning the inventory) make sense. I hear WDC & QNTM (sorry, MXTR) that the Enterprise segment is still strong.
Layer on top of all this the pending introduction of the new tape product, the VRTS transaction, and Luczo's willingness to buy-in 10% of the company per quarter ... and this becomes one of the most interesting times that you could be a SEG shareholder (or at least an interested party).
--Duker |
