Sold all my SGH shares today, page-5

It all depends on your perspective and the price you pay but I would say yes.
There are a handful of companies that are as big or larger, conservatively financed, profitable/cashflow positive and trading at a greater discount to long term (I look at 5 years) prospective earnings and book value.
SGH doesn't have an earnings history, is presently cashflow negative, the banks now own 15% and will be ready to pull the pin if the cashflow status doesn't turn around. I would bet that it will and SGH will work out well from 40c but it's a high risk proposition therefore not for me.
I don't bet on anything.