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 90.70

+1.6%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kris hatfield who wrote (1925)	7/20/1997 7:11:00 AM
From: Jeff Maresh	of 14451

Hi Kris - Thanks for the info. >interesting stuff, for what is and not said. being the house rag, it probably was carefully >crafted, but im glad to see their recognition of several issues. I like to see these kinds of articles because you hear what the company's intentions are without the media's slant. Since one of my investing specialties is buying bludgeoned tech stocks, I've found that as companies get more "down and out", media reports become more sensational and unreasonably negative to the point that it is often very inaccurate. The regulars on this thread have pretty much figured out where SGI really is and where they are going at this point and this article confirms that. It's nice to hear that Ed is turning his sights on increasing shareholder value. IMO the strategic acquisitions over the past few years have been good but I was starting to get worried when they made the latest one. If they keep making lots of acquisitions, one has to question whether they are strategic or just grabbing at straws. Ultimately they've got to fuel growth internally and it looks like they are now spring loaded to accomplish this. I still think there are going to be some growing pains over the next 4-6 quarters but I see it in the marketing and production areas rather than in R&D. I think R&D has done an incredibly good job based upon the numbers on the new machines coming out of the box. Marketing has to come up with a strategic plan to take business away from HP and Sun. They are doing some of this on a tactical basis. And they really have to keep production costs down to get good margins. The word I hear from the DEC people is that their hardware is OK (about as good as Sun and 64-bits according to users) but DEC can't figure out how to build them and make money. It's regarded as a production issue. Regards Jeff

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next