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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 93.75

-0.6%

Dec 12 9:30 AM EST

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To: Jerry Whlan who wrote (1503)	5/26/1997 6:39:00 AM
From: Jojo Mosko	of 14451

A 64-bit OS makes for marketing fodder, but at least nine times out of ten, it really means nothing to the customer. Jerry, I agree that most apps don't use 64 bit. What SGI has (and DEC doesn't) is dual-support for both 32 bit apps and 64 bit apps (development and runtime on the same machine) so the "9 out of 10" of applications don't pay a penalty in code size (pointers, long-integers) unless you compile them with cc -64. Also, SGI (and DEC in this case) have a big advantage over the rest of the Unix crowd in that the painful transition is behind them. I assume that Sun, IBM, and HP will have some serious instabilities and possibly installed-base grumblings as they do the transition in their OSes compilers and runtime libraries. This may be the real SGI opportunity. -Jojo

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