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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 91.85

+3.1%

1:14 PM EST

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To: Justin Banks who wrote (1212)	4/24/1997 2:47:00 PM
From: Jeff Maresh	of 14451

Justin - I'm going to watch the new product cycle closely. They tend to end with a bang. I was able to sell everything last time in the low 40s. I wouldn't have jumped back in if it were not for the new server strategies. Graphics sales are a given but I think with internet growing at 100%/year and Unix server growth at 45%/year, SGI could go much higher this time around since they have a PRICE competitive product line. >When I say long term, I'm looking at 5-10 years. I think the lower expectations are a good thing. It makes it harder to miss estimates. MSFT always gives rather grim outlooks so they never miss estimates. I think SGI is catching on. You will be surprised how short people's memories will be WHEN SGI turns in a couple of barn-burner quarters. But I tend to agree that we probably will not see much of a pop until next quarter. As far as I'm concerned that's fine because it gives me more time to buy more shares at yard sale prices. > Looks like people are > approaching this more cautiously than last qtr. Do you think this is good or bad? It > probably won't mean a jump before next quarter, but it could also be a contrarian > indicator. Regards Jeff

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