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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 92.28

+2.4%

Dec 10 3:59 PM EST

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To: P.M.Freedman who wrote (1345)	5/8/1997 12:38:00 AM
From: Paul Jamerson	of 14451

The interview validates what has been said for a long time. NT is beginning to take away the low end from SGI, ~30% of the business. The going is will be difficult from this point on. Revenue growth and income will begin to slow unless something is done. The Wintel threat is real, forcing SGI and all the other workstation companies to fight for the mid to high range. That piece of the pie will have to be divided by several companies. For now I'm betting on Wintel for my investments and will invest there.

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