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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 88.96

-2.3%

3:59 PM EST

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To: james s who wrote (2783)	9/28/1997 7:30:00 AM
From: Jeff Maresh	of 14451

Hi James - I echo your sentiments. I've got nearly 25% of my portfolio in SGI. I am sticking with my "buy and hold" goals. Why do you think the company is uncomfortable with the estimate? > i don't feel the company is comfortable with > the est. of .21 cents and with the Fed looking at tightening at the > first of '98 it may be some time before we see the mid 30's. > the bright point is, it will be very likely that SGI will improve > earnings over FY 97 by wide margins. My concern is not sales at this point. From what I have been seeing in the field, sales look pretty strong. And it looks like Bo Ewald is doing his thing shoving boxes out the door. But remember that although they are making improvements in leveling shipments throughout the quarter, they still ship most of the product in the last month of the quarter. If they were able to ship unconstrained, I have no doubts they will hit their revenue targets. Regards Jeff

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