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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 84.64

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Nov 20 3:59 PM EST

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To: Ms. Baby Boomer who wrote (8538)	2/12/2001 10:10:33 PM
From: Thomas A Watson	Read Replies (3) of 14451

02/08/01 eWEEK cma.zdnet.com The world's largest chip makers touted their most powerful processors at an industry gathering in San Francisco this week, but perhaps just as noteworthy was a high-profile no-show. The move fueled speculation that the chip, scheduled to be released in pilot systems later this year, may endure delays like the yet-unreleased Itanium, which was supposed to be launched last year. Looks like delays for Itanium and Mckinley chip. This is pro and con Sgi. Current Sgi mips is given more time as competitive and mips licensing of 1 gig plus process could come back and shoot SGI back to king of computer power per cpu. Downside is decision by Sgi in the sizing of bricks that were made larger to accomodate cooling fans for itanium. This was a best guess at the time but some customers were frustrated by the size of the compute bricks. This could be a relative positive for SGI. Tom Watson tosiwmee

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