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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 92.96-0.9%Dec 15 3:59 PM EST

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To: JJJK who wrote (8476)1/20/2001 1:24:23 AM
From: Thomas A Watson  Read Replies (1) of 14451
 
I think the numbers were OK, I would have liked more revenue. But the President is now Bush. I believe that lots more money is gonna go into defense. The design and development of new weapon system is expensive and one has to invest in the tools to make the engineer who design all this new stuff as efficient as possible. Another secret of efficient design is having and end to end development and deployment system. The tools that make engineer smart are the province of SGI and the computer that can digest all the data fast enough and compute the solution the quickest are the province of SGI. Training, simulation, virtual reality all the tools that reduce manpower costs. The software, the hardware, the systems, the scalability, the province of SGI.

Also a growing awareness of wall street of SGI in the workplace. If you watch the financial channels the SW1600 is always there.

Tom Watson
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