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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 84.66

+0.9%

Nov 19 3:59 PM EST

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To: Don Green who wrote (8161)	10/23/2000 9:26:45 PM
From: Thomas A Watson	Read Replies (1) of 14451

I did not find the numbers surprising. The Shanklin article I pointed to, SGI narrows loss from earnings forecast, is skeptical of the beat the lowered forcast spin. But other article seem to have a more positive spin. But I'm positive based on what I see in Mr. Bishop's plans. So I just looked at the numbers as the numbers. A neutral. My long term position on sgi is based on i/o to mips balance that favors the tasks of streaming media. Sgi also has core of supporting application in this space, Sgi has a leading market share. I believe a tremendous growth is and will accelerated in streaming media content creation and delivery. Penetration of broadband will make this more and more a growth area. Solving big science problems will grow and with SGI iron, ccNuma is extremely to most competitive in this area. Sgi with the Integraph borg boxes can also sell into this market. Don't know how big. Tom Watson tosiwmee

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