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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 91.23

+2.5%

Nov 7 3:59 PM EST

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To: Doug Skrypek who wrote (6692)	12/21/1999 2:33:00 PM
From: Richard Habib	Read Replies (1) of 14451

Last we heard, rumor suggested CRAY was worth $100M. While I agree SGI is a decent value, I'm not sure using the excessive valuations of VA Linux and MIPS in valuing SGI is a valid method. Except in the very recent past, hardware companies didn't have their investment portfolios considered as more important than their operating income. SGI isn't the only hardware company that isn't having its investment portfolio valued. INTEL has a huge investment portfolio of internets, larger than CMGI (Of which it owns 4%). Intel is for the most part valued on only operating earnings at a reasonable PEG. This is more the norm than the exception in hardware. The point is, I wouldn't expect SGI to move in the long term on its investments, only on expectations of its operating business. Rich

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