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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 92.28+2.4%Dec 10 3:59 PM EST
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To: Shibumi who wrote (1436)5/14/1997 8:58:00 AM
From: vincent bilotta   of 14451
 
Mark, my compliments on your clear thimking.
<I've always believed SGI could become an amazing example of this -- they have a franchise in high
performance graphics that no one can currently touch. I'd invest in SGI in a minute if they'd switch to
a horizontal strategy -- but if they did, they'd have to fundamentally restructure the company -- so it
makes sense to me that they won't do it until it's almost too late, i.e., competition will force them into
it so that they're reacting to as opposed to creating change.>
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