Silicon Graphics, Inc. (SGI) Message Board

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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: Michael Young who wrote (2967)	10/8/1997 2:28:00 AM
From: sea_biscuit	of 14451

RE: <<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. And what's more to the point, Buffett is not really a value investor, as is commonly believed. He is a long-term growth investor -- truly a rare breed, because most growth investors don't hold on to their stocks for years, whereas many value investors tend to. Dipy.

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