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 : Silicon Graphics, Inc. (SGI)
SGI 93.75-0.6%Dec 12 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Alexis Cousein who wrote (579)1/9/1997 6:53:00 AM
From: Jeff Maresh   of 14451
 
I've done graphics programming on SGI boxes since '87 and have recently moved to Intergraph on NT. A lot of my customers are also transitioning. Its clear to me that they are losing market share in graphics but the sector is growing so fast that they are still going to get unit gains.

Everybody here totally ignores the BIG news announcement about a month ago stating that SGI is committing 12-15% (something in this range) of gross revenues to develop database servers. I've been in this market for a few years and they are now quietly winning bids agains HP. I know of two pretty big ones they won last year that raised some eyebrows. Sun can't meet the performance requirements to compete and I doubt they will. Basically there is a lot of overlap in the design of a good graphics machine and a good database machine and SGI has realized this. The Origin products they just released are targeting this market. It will be interesting to see how they sell.

Make no mistake about it. Database is growing as fast if not faster than graphics. Take a look at stocks like Oracle that just keeps posting 35% per year earnings gains year after year. If I was to rely on SGI to make earnings gains based soley on graphics, I'd sell.

Jeff
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News