Silicon Graphics, Inc. (SGI) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 87.31

+3.2%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jeff Maresh who wrote (1607)	6/17/1997 3:42:00 PM
From: brushwud	of 14451

That 13.5% 5-year ROE for SGI is pretty mediocre, isn't it? For a non-dividend-paying stock, ROE is the real growth indicator --nowhere near the 30% revenue growth after all those mergers. We might've gotten 13.5% with a lot less risk on second mortgages. Good posting on valuations--SGI sure doesn't look like one of the hottest computer companies anymore. On another topic, the latest 10-Q says they reset employee stock options on April 23. They didn't do it for senior management and the new options are for fewer shares. Seems like a reasonable thing to try and stop the brain drain. Also, the 10-Q indicates that another $3M of overvalued inventory will impact gross margins this quarter. I wonder if we'll keep hearing about Cray expenses in F98 or if margins will ever hit 50% again.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next