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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: David Mosley who wrote (3196)	10/26/1997 1:28:00 PM
From: Esvida	Read Replies (1) of 14451

David, Somehow I have a sense that you've already had the answer before asking your question. The ISVs are important to make a hardware platform valuable. They usually don't have a lot of resources to make their software available everywhere. So, they usually decide where to port based on a lot of things and not the least of which is the market perception of a platform. There is a private company in Boston, recently listed in the top 100 hot emerging companies. When asked to port onto a MIPS platform (not SGI itself) and they politely declined. I don't mean to leap from one particular case to generalize it, but if this is going on pervasively SGI is hopeless in using SERVER as a comebacker tool. I'm not saying that SGI is impossible to comeback. I wish I know that for sure. Instead of gauging to buy, I'd go out and short the hell out of it. -Al

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