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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: Tim Mak who wrote (3400)	10/31/1997 10:52:00 PM
From: Jim Davison	Read Replies (3) of 14451

Thanks for the great post Tim. I agree that SGI has what it needs to turn around earnings pretty quickly. But I keep wondering about their NT box -- I am guessing it will be pricy and specialized, like most of their other stuff. It may not be as universal in its appeal as we would like -- and will they be able to port all that special software to the new platform? Profits from any NT products may be a long way off, and the margins may not be so good. But I think the Server market will continue to ramp up for them. SGI's stock is way undervalued. I'm still holding my shares, althought I admit I lack the nerve to accumulate more now. --JD

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