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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: Shibumi who wrote (1364)	5/9/1997 10:26:00 AM
From: Jeff Maresh	of 14451

Mark - Are you referring to "Unix workstations" as a shrinking market or "Graphics workstations" as a shrinking market? >But like Sun, I'd still be worried >about them on a long-term basis -- because SGI seems to me to be dominant in a >shrinking niche. Here are the numbers I am seeing: Graphics is growing pretty rapidly. I don't have a hard number. But in the conf call SGI stated that O2 sales are growing faster than NT sales. Because O2 is in ramp up, this is understandable. It will be interesting to see if this is still the case a year from now. UNIX workstation market is growing at 45%/year and Internet at 100%+/year. I am very happy that SGI has recognized and is addressing the latter sector which involves a lot of database applications. It's pretty by now that they have a good advantage over their competitors at least in terms of the hardware. This is going to be one of the largest expansion areas in the next 10 years. Unlike graphics, high-end database apps affect everybody that uses the web. Regards Jeff

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