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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 88.61

-3.7%

Nov 13 3:59 PM EST

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To: TH who wrote (8120)	10/19/2000 5:27:01 PM
From: Thomas A Watson	Read Replies (1) of 14451

I've paid close attention to SGI for few years. I know that SGI has gone thru a couple of CFO and I seem to recall that the latest was highly regarded. SGI is currently over 50% by count of all shares I own. I don't know who to evaluate cfos. I tend to stick to the engineering. It does seem that the I-watch has indecated accumulation as of late. A triple to the 12 area I think is not out of the question with reasonable execution. But if SGI really starts firing on all cylinders and we are in the right market timing. If 27% of the shares are gone. Ten to 20 times could occur. OK I know I dreaming. My feeling though is that Linux related revenue will be laggard to mips for a long time. I have a hard time with Mr. Bishop's 50 50. Mips can be grown at a good rate. Linux will grow at a much faster rate but it's only at 5% now. The sum of the two could be very impressive. Tom Watson tosiwmee

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