*OT*
miklosh,
My first thought is you better make your highest priority
protecting your profits, which might mean curbing some of
the upside, unless you're 95% certain the company is going
up in the next 6 months.
I don't know the company that well, except that my location
uses about 80% or more SGI machines. They've been on a death
slope for a while. IMO, these machines are on death row. The
only reason they're here is because of the "mainframe" affect,
lots of people would have to be readjusted to a new computing
environment. But, if a decent competitor came out with
cheaper machines that could port all our code then to 64 bit
machines, then it's going to happen sooner or later.
The gov't is paying 5 times more for hardware
than they should. Even the gov't is getting smart enough
to cut those kinds of costs down...they're being slowly forced
to do so.
SGI as a supercomputer company? That's only going to work in
a BOOMING ECONOMY. IMO, there just isn't that much demand for
computing speed (of course, there will always be some places
that need this). But what everybody needs at the moment is
bandwidth. For the moment, computing speed is increasing
fast enough for us. We need other parts of hi-tech to catch up
for a while.
Name me 3 of your best reasons why you think they'll do
better in the next few quarters. I think that will help.
I'd be interested to see what you think.
Why are they doing better now? Anybody interested in
buying them out? Any partnerships or alliances established?
If it was up today, there has to be a relation with INTC.
OK, they'll use INTC chips for new desktops. Assuming
desktop prices will go down, why are they going to beat
DELL at their own game?
I'd be curious to see what the TA gurus think about SGI's
chart.
joe |
