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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 88.35

-0.3%

Nov 14 3:59 PM EST

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To: Don Green who wrote (7958)	10/7/2000 8:25:08 PM
From: Thomas A Watson	Read Replies (1) of 14451

Well with nine I only fell into and made a couple of hundred grand because of my Linux playing around. I left a little of my profit on the table with nine but did very very well day and swing trading. My view on nine changed well before nine went bankrupt. Applix flew with the linux craze but actually aplx lost their way because of Linux. My pro belief in aplx was in their b2b and linux related name recognition that could lead to sales in b2b and not in the value of Linux itself. The folks at applix Linux wild and dropped the ball on the core business just as SGI did with nt. Applix may be finally finding their way back. I don't know and I have not recommended aplx for a very long time. Sgi, Mr. Ricky on the other hand hook line and sinkered into NT at a time and in a way that was stupid. Sgi's current linux involvement provides a possible very lucrative commodity low end internet and media server. This is a compliment to the high end products. Also Sgi signing into Intergraph and using their boxes for nt provides individuals who are technical incompetent and criminally negligent but insist on microsoft's virusware a product. What can on say, there are folks who believe Al Gore never tells a lie and the Bill's nt is secure. As to buyout, I can't speak of Apple, (Well I can, apple is a tinker toy factory) but Sun and Hp I think have incompatible cultures. Hp's unix machines are Appolo and sun's are sparc. Just doesn't fit. As to SGI's loosing their best people, was is the basis for the statement. Mr. Ricky did the nt deed and that I called stupid way back when. Mr Rick bought into billy crap and never did and probably could not understand Sgi's core technology. So his leaving to work for billy made sense to me. But that's all opinion and the question is how much will SGI sell. Tom Watson tosiwmee

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