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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 89.29

-1.1%

Dec 31 3:59 PM EST

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To: Don Green who wrote (8677)	3/27/2001 3:08:20 PM
From: Thomas A Watson	Read Replies (1) of 14451

Don, no-one on wall street understands why SGI is any different than Apple and I don't know if you have any idea either. Their is nothing you can do with an Apple that today you cannot do ten times faster with an Sgi or as fast with an SGI at a very similar price. I doubt that their is anything you can do with an Apple the cannot be done for far less with a PC even with a borg OS. Apple indeed sells into an cult of users. SGI has solutions that are unique in power and price performance and those who buy SGI understand that SGI provides the cheapest more cost effective solutions by far. In the past the dramatic difference in initial costs of SGI vs the competition obscured the true value of SGI. Also the fud of will the company survive cost sales. But the SGI I see today I believe will be rendered and streamed to profitability and then all those on Wall Street who use SGI and see SGI equipment every day will wake up and buy in at 10 dollars a share. I just hope they wake up in the next three to six months. tom watson tosiwmee

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