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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 93.20

+1.6%

Dec 1 3:59 PM EST

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To: JC who wrote (3581)	11/17/1997 8:51:00 PM
From: Mathon Dabasir	Read Replies (1) of 14451

JC: All valid points. Especially your contrarian stance. However, all this talk about NT saving SGI's future seems foggy at best to me. My take is, SGI is excellent in UNIX markets where there is little or no competition. Sun Microsystems? They own the UNIX server and client market in applications where critical graphics aren't requisite. But they're also hitting the ceiling with UNIX. So that leaves SGI entering into an NT marketplace where companies like Digital, Intergraph, Micron, Compaq & Dell have been honing their survival skills in a very competitive arena for years. The NT high-end market will pulsate big when NT 5.0 arrives on the scene running a DEC Alpha chipset tooled for its 64bit architecture. You want to see an NT workstation and/or server that -rocks- today? Go see an Alpha 500MHz system. As an aside, Digital's stock isn't doing that bad these days either. SGI's balance sheet and future management team? They're going to need them both -in spades- if SGI is to dodge any more bullets. Like you say, they do have lots of cash. Maybe they'll use it to bring-in a topflite management team. If they want to grow again they're sure gonna need it... Mathon

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