OT: Joe
<Name me 3 of your best reasons why you think they'll do
better in the next few quarters>
1: New ceo Rick Belluzzo did a great job at turning around hwp. He was responsible for hwp's new focus on marketing laser printers to home consumers, and thereby increased hwp's revenue many times over. RB is a no nonsense guy who has a proven track record. Sgi's last ceo, Ed Mckraken was an incompetent liar.
2:SGI's new wintel boxes will be cost effective and offer strong visual computing capabilities previously available only on much more expensive proprietary risc boxes.(There are many articles available on yahoo's news that detail the new boxes)
3: On a price/sales and price/book valuation, sgi is by far the cheapest box maker when compared to its peers and to sgi's own historical valuation.
<doing better?> above reasons 1 and 2
<buyout>irrelevent and doubtful
<If it was up today, there has to be a relation with INTC.> Wednesday, mabey somewhat,but look at sgi's price-volume chart for the past month, and that of intc, dell etc.. Little correlation. Intc, dell etc are gorillas rebounding and breaking out to new highs; sgi is a dog on a tear, up nearly 100% off recent lows on 4x volume but still nowhere near all time highs.
Honestly Joe, the reason I keep bringing up sgi to you is that you are the most ardent supporter of coms I know of, and I see some similarity in the two co's, so I thought you might be interested.
The similarities as I see them are:
1 Management is now perceived as much improved compared to recent years
2 Valuation on a p/s p/b lowest among peers
3 both companies are done digesting huge acquisitions
BTW I'm really not interested in selling you or anyone on the company, so I hope that's not what's coming across. When I have questions on options trades I have asked Michael Burke (has his own thread) for his thoughts since he was a mutual fund manager with more options experience than many if not most SI members.
You and others, on this, and other threads make their living with computers, and therefore imo have unique and valuable insights that I do not, so when I have investment questions regarding sgi, who better to ask than active investors with experience using sgi boxes?
regards
miklosh |
