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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 92.22

+3.6%

Jan 8 3:59 PM EST

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To: SuperSonics who wrote (1068)	4/18/1997 2:51:00 AM
From: Mike Mackovitch	of 14451

As I understand it, most of this backlog is from Cray. At the time of the merger Cray had a large backlog that we were told would be carried forward for a while. Cray builds big machines and the orders aren't the type where the customer expects Cray to pull a machine off the shelf and ship it in 4 weeks. It takes a while to build $750M worth of Cray computers. I don't know the details, but I'd bet that most of the backlog is still Cray, with a steadily larger amount coming from the demand for the new products (and the unfortunate inability to fill all the orders).

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