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6 pts

Opinion on  Rackable Systems Inc (RACK)     Sector: Technology  >  Industry: Computer Hardware
RACK is turning around, still in a good spot in market

Dec 13, 2007 12:48 AM GMT
Return Risk
-9.38% MID
Analyst

RACK has refreshed its management team and is positioned in the middle of the compute consolidation trends.  They are facing extreme competition from HPQ, IBM and SUNW, but have managed to keep revenues flat during this transition time.  They have a good story regarding compute/watt and the new management team may be able to take advantage of trends around virtualization to change the stock's prospects.


RACK:  This call was made on 12/13/07 @ $11.41
Rating:   Positive   $11.41 (12/13/07)
Gain/Loss:   n/a in 723 days
Target:   $17.00 (+48.99%) in > one year
Allocation:   43.9% of portfolio


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mergers2000 previously rated RACK
Positive +0.00% Bullish on RACK ...
12/13/2007
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