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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 90.20-0.7%Dec 4 3:59 PM EST
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To: Don Green who wrote (11859)1/15/2004 2:58:56 PM
From: Thomas A Watson  Read Replies (1) of 14451
 
The problem is that defining performance in a way the is associated with the real return on investment is very complex.

Simplistic models may not favor SGI. But I believe that real cost analysis favors SGI. And sticker shock may be decreasing. My biggest concern about SGI is do they have a sales force that finds business or does business have to find them. Clearly that will vary with the individuals involved. But is anyone at SGI even thinking about that.

And I'm going to be looking more into cost performance next week.
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