Andrew, SGI, I know SGI like flys know s*it. Last year they destroyed me next to apm. It was before I realized great scientist make stupid
managers. It's a long story, but I understand their failure. Big
ego's taking on SUNW without any business knowledge.
Now today. I know they've brought in new management because
McCraken was a lousy manager, but last I heard he stayed as COB
only giving up his CEO position. I'll need to research again as I've
been out of touch with the company for about 1 year. Talent they
had, as well as products. If I can find good management direction, I
believe this could be a good stock all around. Price wise, looks
like a good H&R.
Spent a lot of time in xirc, got out about even because of them
unable to turn a profit in a captured market. Should have stuck
with that one as they fixed themselves. In and out around $14 with
2k shares. Would have been a sweet hold. Wiser today!
I'm going to grab an SGI position quickly, today or 1st profit taking day for a H&R, then spend some time to re-evaluate them long term. I believe in video streaming and I know SGI was strong in that field.
Larry |
