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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 91.07-0.9%Dec 8 3:59 PM EST

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To: Nutty Buddy who wrote (9933)4/23/2002 6:40:46 PM
From: Ms. Baby Boomer   of 14451
 
Hi Buddy...here's SGI guidance excerpt, posted the Co's link earlier today...

Our guidance for Q4 is:

Revenue of $310 to $330 million

Gross margin of 40 to 42%

And operating expenses of approximately $145 million.

In summary, we believe that the structural changes we have made over the past two years have built a business that is operationally stable, cash flow positive, and well positioned to take advantage of an economic recovery...


In addition, quarter ended March 29, 2002:

Orders $187M v. $233M previous quarter. SGI's book-to-bill ratio was .89 for the quarter.

Revenue Q3 $314M v. $364M previous quarter.

Servers, etc. = 43% rev; services 35%; workstations 16%; other 6%. Geographically, Americas 61%; Europe 24%; rest of World 15%.

Backlog = $190M v. $213M previous quarter...

Defense Contracts aren't lump sum $$$$$...more like trickle down Reaganomics, which makes it particularly difficult to forecast....

M
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