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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 89.05

-1.9%

Jan 7 3:59 PM EST

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To: Bill Holtzman who wrote (6249)	7/22/1999 12:16:00 AM
From: sea_biscuit	of 14451

SGI is #3 in this business -- after SUNW and HWP. Rarely do we see even a #2 proving to be a good investment, let alone a stock in the #3 position. Take Proctor & Gamble vs. Colgate for instance. The former has been a great investment whereas the latter has been so-so at best. Similarly, with McDonald's vs. Wendy's, or Wal-mart vs. K-mart and of course, back here in the tech world, Intel vs. AMD! The only #2 that I can think of which might be a good investment, is Pepsico. Perhaps this is also the reason why GE will never take a unit into their fold unless they can be #1 in that line of business. Only in some segments they might be #2, but for the most part, they are #1 in whatever they do.

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