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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 93.62

+1.2%

Jan 13 3:59 PM EST

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To: Ms. Baby Boomer who wrote (7632)	9/6/2000 4:26:26 PM
From: Thomas A Watson	Read Replies (1) of 14451

Yes, I read deinstein@forbes.com great story on SGI. I think this is a fantastic story. Look how it has created a great buying op for sgi. Any way I wrote a couple of words to Mr. Einstein. Dear David, I read your article. I'm a System's engineer, a tech weenie which is to say I walk engineering as opposed to a bureau chief who talks of engineering companies. The numbers you talk about sgi do indeed sound bad. A recent price of 4 and .... A loss of 800 + million. But this does not take into account almost 8 dollars a share spun out of SGI with mipsb. Now if you had followed SGI over time you might know that just prior to Mr. Bishop taking over a dude called Rocket Rick was in charge of SGI and he bought into hook line and sinker the stupid idea of SGI selling NT workstations. This to me put profitability at SGI into a two year delay. Also SGI did the cray deal which did not gel and my info says Mr. Bishop was against that. The above concepts mean that I will put your name in my technically illiterate que. I figure you understand technology about as well as Rick Balluzzo. So when SGI is trading at several multiples of 5 bucks, well maybe I'll write back . Now onto novel. hmmm They had a product that fit the bill for a period of time and that time passed and as in many companies they missed the forest for the trees. But do they own today relevant technology. Novel (NOVL) has been working in the Web content routing space for three years now. Their Internet Caching System (Novell ICS) was piloted at JustOn. When four Novell ICS boxes were placed in front of JustOn's four existing Sun servers, JustOn's request handling capability jumped from 40 Mbps to 1.5 Gbps. Close to $2.8 million was saved in reduced hardware and maintenance costs. How do I keep up with so much information in real time. ???? watman.com tom watson tosiwmee

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