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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 87.31

+3.2%

Nov 21 9:30 AM EST

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To: Deep Six who wrote (3318)	10/29/1997 10:35:00 PM
From: John M. Zulauf	Read Replies (2) of 14451

> NT/Intel combo is hurting SGI.It looks like you have no defense? Well if you listened carefully at the stockholders meeting you would have heard Ed McCracken say about NT/Intel -- we have to be MS and Intel's friend, not competitor. Essentially a "if you can't beat 'em join 'em" position -- with SGI on both MIPS and INTEL, on both UNIX and NT. He specifically declined to comment on products or plans but said that whatever NT/Intel strategy the would be in place would NOT impact FY98 revenues, but would strongly impact FY '99 revenues and beyond. (with of course the usual "forward-looking statements with risks, and you results may vary disclaimers). Unofficially, john

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