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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 91.87

+1.8%

Dec 5 3:59 PM EST

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To: Jim Davison who wrote (4472)	3/5/1998 7:18:00 AM
From: Larry Brew	of 14451

Jim, << dead thread >. Going to be a number of quiet threads after The techies do their core dump from effects of Intc. I've known for some time TXN is also up to their neck with earnings problems. They can pull in some help from their sale of their stake in Acer. Shouldn't been long and Greenspan won't need to be worrying about low unemployment numbers. We may get lucky and see a flight to smaller caps, but I expect the flight will be to low p.e.'s. SGI doesn't qualify here. Also expecting a flight to energy and maybe banks. I've been moving to cash as fast as I could without taking a pounding all week. I expect a very black qtr1 and am trying to get cash heavy. Are you aware of the latest (2 days ago) press release between SGI and ORCL? Sure glad I don't currently hold pc's or semi's. Kurlak spoke, and when he speaks I've learned to listen. Larry

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