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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: Don Green who wrote (8610)3/14/2001 8:08:32 PM
From: Maher Sid-Ahmed  Read Replies (2) of 14451
 
Don I tend to agree with Watson that SGI has the "potential" of %age revenue growth more than MSFT or even INTC. MSFT has 6 billion shares and diminishing sales. For them to achieve a forward p/e of 20 for a share price of lets say 60 they will need to earn $18 billion - their sales now is ~$24 billion. IMO MSFT has no growth left in it. On the other hand, SGI has 160 million shares, and their revenues should grow by 20% according to their COO. Institutions who have access to information and stock research better than the individual investor own 55% of the float with a net buying of 12% of the float in the last quarter alone. IMHO on the long term SGI shares has a high probability of outperforming either MSFT or INTC shares.
Again this just my opinion based on the facts and I could be 101% wrong. Because of market uncertainty I wouldn't put all my eggs in one basket.
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