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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: Thomas A Watson who wrote (8162)	10/23/2000 10:24:13 PM
From: Jim Davison	Read Replies (1) of 14451

14% increase in solid demand for new product. This is the lifeblood of SGI -- and is the real reason to buy more stock now. SGI is strong in the face of a weak market. Once we get through the election, if the stock market decides to go up, I think SGI will take off. some other interesting news from the webcast (link below) includes the breakdown, 38% revenue from services, 34% from servers, and a miserable 23% from workstations (once the big-income item for SGI.) SGI is now deriving 58% income from America, 23% from Europe and 19% from the rest of the world. Planned revenue growth is 20% -- better than predicted in past. Missing from the webcast was expectations from LINUX -- I expected glowing terms outlining SGI covering this market like a coat of paint. streetfusion.com --JD

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