w sun, agree there. trend line isn't encouraging. vme, multibus, busless, Pci, etc. are growing overall according to turner at rsys relative to their internal model. whether their model equals the model of analsysts - welllll. iom didn't meet their own internal models, which was expected, but the analysts had higher internal model expectations. they are working at 60% capacity right now relative to increasing capacity two quarters ago. i've not kept a running total of working capacity percent quarter over quarter. asia consists of 5% of their overal structure, but they've seen no affect in this arena. turner stated that "as intel grows, we grow". an explanation from intel relative to their selling of shares was that it was an intel "treasury decision" in that intel had met their internal price appreciation model for owning a company and they sold. they are limited to sell "x" shares once every 90 days. there was a 308K block two days ago. nothing on the buy or sell side from bloomberg out yet on this block. but it should show up in a few days before earnings. what is your take on the 60% capacity relative to earnings? turner states that management is "pleased" with how things are moving along at RSYS. intel still owns 10% or RSYS.
your comment "Due to this, it tends to
focus on high-end of market. As PC gets cheaper, I would like to hear about how it
compares with force (a solectron's sub) in hardware and venturCom in software." why don't you call brian turner at RSYS and discuss this situation with him. he is amiable at returning calls quickly. call him at 503-615-1100. report your findings. maybe i'll call him on this important question. |
