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Technology Stocks : Intel Corporation (INTC)

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To: Tony Viola who wrote (28207)	8/4/1997 11:51:00 PM
From: Jeff Fox	of 186894

Tony, re: "Why? Where's the differentiator?" You have a very good point if SGI makes comparable machines to Dell or Compaq, but I would suspect not. There are servers and then there are servers. This moniker covers lots of turf from a workgroup back-end up through micro-supercomputers. I would expect SGI to go upscale adding there magic for high productivity CGI creation workstations. I for one would welcome SGI's participation at the high end of Intel Architecture graphics production machines. So are they a "Coke" competitor?? Nah, more like "Johnny Walker". Jeff

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