They have always made money on high end computers. But how come the volume is so low? R/S6000, IBM for instance, has not been positioned in any industry or applications. The automation in chess playing is good publicity but no follow up. Reminded me of the 1 million men march. At the end, the disapointment was what the march did not do for the black people.
It will take me a few days to look at their product mix, IBM, HP, Unisys to concentrate on turn key application. To get to $100/share at 67 million shares; sales has to be $6.7 billion with profits of $335 million. $5/share earnings in our life time? Size of SUNW? Including service, possible. Including software, now we are talking.
1/3 hardware, 1/3 software, 1/3 service, revenue to be $2.2+ billion each. Software business has to be bought. No time to develop. Service is installation of networks and software applications. The three vendors of hardware has no concentration in any industry. AQS has to decide what turnkey application has the kind of business volume in what industry. Financial services? Document imaging Management for all business? Mass distribution POS and accounting related software? Many, many choices but not much time to look at all of them.
Merger and acquistion still is the only way to go. Aimless, forget it. Hire an investment banker to pursue this growth, the best way. Partnership with software companies, and service installers may be the best cost effective way for now. Then, with luck, success follow success will come. |
