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Technology Stocks : Apple Inc.

AAPL 255.53

-1.0%

Jan 16 9:30 AM EST

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To: Artslaw who wrote (32826)	3/24/2002 9:22:14 PM
From: Doren	Read Replies (1) of 213182

Apple to become the next SGI. Not a good metaphor. SGI is essentially a high profit low volume corporation while Apple, despite what some think is, a high volume lower profit business. Apple could still eat it because no one has much experience with digital technology yet, so it's hard to predict. Apple is trying to branch out and solidify and they've done well with FCP proprietary software and the new iMacs. However they've not done as well with the professional machines. Here the car metaphor might be more accurate. SGI is closer to Porshe. Wintels are Fords and Chevys. Apple is the Toyota. Actually if you follow SGI they may have found their new niche in military visualization. They've been there but they seem to be developing new systems. The military doesn't really care how much the systems cost which fits their business model, that's not true in Hollywood or consumer culture. In the past 6 months SGI is up more than 1000%, from a low of .34 to Friday's close at 4.34. I think they've made some good moves with their assets. Acquiring Cray looks like a blunder until you put it together with military applications. Ironic, and a telling truth that the market is hard to call.

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