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Politics : PRESIDENT GEORGE W. BUSH
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To: greenspirit who wrote (198350)10/31/2001 8:22:05 PM
From: Thomas A Watson  Read Replies (1) of 769670
 
Mike I was at the SGI Defense Summit yesterday. I wrote this on the SGI thread. It speaks to the stock but also has state of America content.

#reply-16588759
Maria, I attended the SGI First Annual Defense Summit. Was it a success? Sgi had planned for only 160 folks and 230 plus showed up. The speakers and presentations to me as an
Engineer were like rides in the Magic Kingdom.

First, I'm glad I'm not in Afghanistan under delusion that I'm facing just another Soviet Union like in the past. If I were I most likely would not know that I will be dead within the year.

mr. green earlier posted this news pointer.
biz.yahoo.com about the defense Summit.

The current technology being used and what will be coming on line in simulation and visualization bodes very ill for those who like to hide in caves. The technology has been developed but only deployed sparingly because of past DOD budgets. I expect that the DOD will deploy in large number as training and threat analysis and operational needs are broadened.

Now to the future of SGI. Simple Summary,,,,,

SGI has the perfect set of solutions to solve many critical problems and they have them now and everyone else is year(s) behind.

I spoke with many SGI employees. The spirit and determination of the SGI folks can best be summed up in the words of Lee Greenwoods song, God Bless the USA. SGI has and is involved the assisting American Armed forces in very real ways. But in all endeavors SGI is creating tools for the toolmakers. The mission critical value their product bring in solutions is a wellspring of pride and joy.

I also spoke with customers of SGI and they were uniformly impressed with what SGI is bringing to the DOD and how critical it is to bringing the right information at right time to the right people. SGI is the nexus of tools for making the other guy give up his life for the cause and making certain that only those guys engaged in war with US gets to give it all.

I would say that for the foreseeable future this current quarter might be (but I don't expect it) the only quarter that is not profitable.

I assess SGI markets going forward as follows
DOD is very strong and will be for a long time.
Manufacturing is weak will start recovering with economy.
Medical & natural sciences stable with increased demand as scares for germs XYZ create need for more research.
Oil and Earth science as stable.

The unknown. I got to see what a 300 is. I got a sense of where the 300 is going. The 300 represents cost, compute visualization that is mind boggling. But the cost reduction and further cost reduction will make this productivity solution more affordable and this may grow into new and large application solution spaces. This is SGI and nobody has anything near SGI's capability.

The price power, weight and volume metrics of the 300 series also lends itself to uses in DOD and other that would not have been considered. The other advantage the will dawn on those who design and develop is that when the target or embedded computer is exactly the same as the development computer the productivity of creating and testing software and systems integration soars. What is so unique to SGI vs other vendors is the ability to pack computing with many graphic pipes and application software this here and now.

I'll stop now.

     Oh year, Tuesday SGI Zacks  5 Strong Sell.
              TODAY   SGI Zacks  2 Moderate BUY


tom watson tosiwmee
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