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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 94.00

+1.1%

Jan 16 3:59 PM EST

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To: Thomas A Watson who wrote (6437)	8/24/1999 10:47:00 AM
From: djane	Read Replies (3) of 14451

I'm in at $10.75 for the first time in a long time. Thanks to the regular posters for the excellent info. Very nice risk/reward profile at this point. What do I like... SGI's new server/Linux strategy and jettisoning the rest -- should have been done a long time ago Leaner staffing (while maintaining some very smart, technical folks who are frustrated at watching everyone else in Silicon Valley get rich) More focused operations Lots of cash and MIPS shares (attractive to an acquirer) Eventual takeover by IBM or Dell at a nice premium to the current stock price

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