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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 84.64

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Nov 20 3:59 PM EST

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To: Don Green who wrote (3189)	10/25/1997 6:19:00 PM
From: Esvida	Read Replies (2) of 14451

If merging MIPS and SPARC is easy, I think Karl has a very good point in selling MIPS and then merge with Sun. Sun believes it has to be BIG to survive; so merging with SGI without the MIPS luggage may be a very attractive proposition for Sun. I believe the cultures of Sun and SGI are very compatible. GE? The conventional wisdom that a company has to own at least 30% market share to be viable came out of GE. They don't want to own any business unless it is number 1 or number 2. Merging with Apple is almost a Seinfeld thought. Two one-legged guys joined at the hip make a two-legged body. Can it really walk? :) Let's keep the speculation going. I'd speculate Computer Assoc is also a potential suiter. They serve the scavenging function in the software industry. I wonder if they would be willing to expand their horizon to include hardware businesses. -Al

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