irv- good point. i once asked a friend where was the best place to put a new gas station (he was in the business.) he said right across the street from another station, the idea being that people are looking for gas there and eventually youll get part of the overall pie. im in business for myself and constantly have to ask myself what i can do to remain competitive. i had to reject being like all the other engineering service companies in my area and try to find a niche, something to make me stand out. i think sgis thing is technology. im afraid that the chance to take on dell, etc, has past, and that to do so now would only come down to price and delivery, as intc/msft control the technology. price wars ore difficult at best to predict...
one of the things that is appealing about sgi is their steady _increase_ in revenues over the past 5+ years, so they have to be doing something right. to a large measure, their current depressed stock price is, imo, largely a reflection of circumstances (mergers, new product lines, etc) and not the result of a large scale defection from their intended market. im definitely with you in hoping theyve done the right thing, a large percentage of my savings in counting on it!
regards,
kris |
