SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 47.14-6.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Jamerson who wrote (3687)10/11/1996 2:35:00 PM
From: Jojo Mosko   of 186894
 
Paul,

Again the misconceptions show... Nothing personal but please
realize that just mentioning SGI and DEC in the same sentence
shows how wide the gap between perception and reality is.
DEC is in b-i-g trouble. They seem to have made all
the bad moves in the last few years: Building a next generation
fab (which costs in the order of _billions_ of dollars) to
manufacture the Alpha just as the Semiconductor business was
going into its cyclical downside. Betting on NT on the Alpha
when no software ISV was bothering to develop for it (binary
compatibility doesn't exist and the volume doesn't justify it).
Do you realize that considering their investment in Fabrication
facilities DEC is actually *loosing* money on every Alpha they sell?

And then there's SGI. A much better managed company. Highly
profitable. Fabless, with great technologies that go into
the sub Wintel low-end (Nintendo 64) with a CPU architecture
that has grown by 150% per _year_ over the last 4 years.
With 27% _average_ growth in the past 5 years, and consistent
11% or so net income, while investing much more than its
competitors in R&D. An interesting note is that while NT was
developed by David Cuttler's team on a MIPS box, SGI never
bet its strategy on a NT-OS/MIPS-CPU combination (although
NEC used to do this in the past).

It is not the company that has a problem, it is the stock only
and this is temporary.

And lastly, since you mention Sun: while Sun still dominates
the Unix market (with about 3 times more revenue than SGI)
the gap is narrowing. SGI Unix market share jumped from about
8% to 11% in the last year and a half alone. SGI is now third
after Sun and HP (having passed IBM and DEC in recent years).

Just the facts, not the hype, please.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News