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 92.65

-2.2%

Jan 23 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ms. Baby Boomer who wrote (8941)	7/20/2001 2:00:57 PM
From: Thomas A Watson	Read Replies (3) of 14451

SGI, SGI, where or where has my SGI gone??? Is there any hope for SGI? Is SGI all doom and gloom?? It seemed to me that way back when I looked at the cash value of SGI I had a sense of all the real estate they owned. Under Covert much of the property was sold. But It seems to my that there are still a few to up to 600 million in property still on the books. I think there are several prime pieces of real estate. Office building and such. What value in Calif this five minutes?? I still see at least 2 bucks a share plus. That's just property. I don't expect SGI to run out of cash next week. SGI is seeing sales weakness that is in-line with the current sad state of the tech economy. Current losses are in line with that softness. I don't see it as out to lunch management. I've spoken with friends, former Adobe and Redhat and SGI. Hal Colvert made his bones at Adobe with ERP. That expertise was what he brought to SGI. ERP is now in place at SGI and I don't know if Colvert had anything else to contribute to one hell of a bleeding edge tech company like SGI. I also heard that some politically correct dead wood as SGI has or is in the process of being discarded. The plan and strategy that attracted me to SGI has seemed to bear no fruit, but the economy is in a drought. SGI still has superb products and has money to continue for years plus. There products can fit into many solutions. The death of Alpha makes mips more viable. Only the Alpha chip had clock for clock performance inline with mips. The current Intel IA64 path makes mips more viable. But mips has been and still is the cool running chip per clock and many application of very dense compute lean heavily toward that advantage. ERP can make SGI more cost efficient. The real profit on the bottom line is in controlling the cost of manufacturing. Monies for US military stuff, ABM and space are all natural fits for SGI. It the compute and I/O of sgi that is superior to the competition. Cool running chips. I see SGI trading at .5 a very low risk down and a real possible 2 3 4x up. Maria, go here. please. Member 4353715 click on send PM type hello click submit click send tom watson tosiwmee

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next