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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 89.82-0.6%1:26 PM EST

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To: Don Green who wrote (8663)3/26/2001 7:43:40 PM
From: Thomas A Watson  Read Replies (1) of 14451
 
Yes all those companies in energy exploration are in recession with the price of oil tanking and thus using SGI stuff to explore for more might be delayed. Companies needing dead storage may be in recession but I believe that the streaming media and content generation is not in a recession. SGI is not in the generic dot com server business to by dependence like sun and ibm. The value added in in the application space that SGI fills.

But opinions are like ......., everybody has one. we will have to wait and see.

tom watson tosiwmee
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