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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 87.87

+0.6%

Nov 24 3:59 PM EST

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To: vincent bilotta who wrote (1574)	6/12/1997 5:57:00 PM
From: OrionX	of 14451

Regarding this NT stuff, please post only valid opinions that you can back up. I don't believe for a second that SGI is even contemplating such suicide. They have more to lose than to gain by adopting Intel/NT based PCs. Many of their devoted customers will certainly question their focus and longevity when competing with brain dead H/W from Compaq et al. Do you really believe DEC will ever become the glorious company they once were now that they have to help pay for Gates' toys. Never in this lifetime. If SGI wants to compete in the low end world of the PC, they must make an O2 that people can buy at a competitive price. I for one would like to chuck out my PC for an O2 even if I had to pay a $500.00 premium, but I can't justify a premium of $4,000. Software is another beast altogether. Their justification IMHO for spinning off the Cosmo software was so that they can port it to whatever platform made sense from a strategic and financial perpective. Absolutely nothing wrong with that. Actually, that is the best way to go! Frankly, I would rather fly in Boeings being designed on a SGI workstation than on one designed on a Compaq. Just thinking about the constraints that an engineer would face designing such a complex piece of machinery on a limiting piece of hardware (Pentiums and NT) scares the shit out of me.

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