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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 90.05

+0.3%

Dec 24 12:59 PM EST

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To: Jeff Maresh who wrote (1186)	4/22/1997 9:44:00 PM
From: Jeff Morgan	of 14451

What hard evidence is there that SGI "is moving into SUNW and HWP's server turf with the Origin line," i.e. do you have any data or strong anecdotal evidence that SGI is gaining share in that segment? As interesting as the recent conference call was, I find it galling that SGI management was so coy about breaking things down into comprehensible hard data about the various product lines, how they are doing competetively, and just where all the profit-robbing expenses lay. How many bricks in the headquarters building does one have to own before management will reveal these things? Obliged as always, --Jeff

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