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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 93.81-0.5%Dec 12 3:59 PM EST

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To: Kipper who wrote (2947)10/7/1997 11:45:00 PM
From: Michael Young   of 14451
 
<<Your Rip Van Winkle comment speaks directly towards a certain Billion dollar investor named Buffet. However, Buffet's strategy draws from the value stock school of investing. The point is that if you believe in your Rip Van Winkle comment, that means you believe that SGI is a value stock. Value stocks have a few tell tale signs which most importantly include healthy management and vision.>>

WRONG! Buffett bought consumer franchise stocks temporarily undevalued, not technology stocks losing brutal market share battles.

SGI is a company in decline. Last quarter was an aberration that gave the smart money a last great chance to sell at higher levels.

MIKE
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