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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 86.00

-2.7%

Nov 17 3:59 PM EST

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To: bam who wrote (1677)	6/23/1997 8:28:00 PM
From: brushwud	of 14451

> all days are working days, so we're looking at 10 days. If things > go as they have in the past, they'll ship at least 30% of the > quarter in that time. According to the conference call after the last earnings release, "Shipment Linearity" is Steve Goggiano's middle name (so to speak). They also indicated that they expected $1 billion of revenue this Q. He must have the toughest job in the company, and he sounded tense. I don't think shipping $300 million in ten days is in the game plan (but old habits die hard). Gary Lauer was the only speaker who sounded bullish on the future. Let's hope sales are not the bottleneck, but even if they meet their goals, their margins inhale. > ...bullish on the stock (bought @ bunch more @ 13 @ am very happy). One's roadkill is another's venison.

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