Great post MARCONA (#50), keep showing us your "inteligent" posts marcona. Some of us can read and write and understand, we do not have to use abrasive language to respond to a most glorious post. Great reading! THANK YOU
Cannot tell you but several things are being put in place for total restructuring.
(1) layoff completed by early December. (2) restructuring into 6 divisions : Unix based WS,WinNT based WS,Internet based Servers, Software and MIPS. (3) Since SGI will get into Win NT based Intel CPU powered processors continuing to pour money into R and D for the MIPS is not within the strategic goals; reason NEC or Hitachi is a likely candidate is that they manufacture these processors for SGI either under license or a foundry supplier. Also,this is a great time to cash out out of this highly successsful technology and pour the money back into the WinNT efforts that are just gettin ramped up. (5) replacement of McCracken by a happily married guy (or gal) with an operations bent who can execute on manufacturing the price sensitive Inte/Microsft based servers.
Having said all this we will be lucky to see the stock up as high as $20 in the next few months. The current price is definitely way below comparative indices (price to cash,price to book,price to sales when compared with HWP,SUNW,INGR etc.)
Since I think I am reading the tea leaves correctly but am not sure contrsuctive inputs are always graciously accepted.