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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 91.52

+0.9%

Nov 28 9:30 AM EST

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To: JC who wrote (3549)	11/15/1997 1:25:00 AM
From: Jim Davison	Read Replies (1) of 14451

"SGI is going to dominate the NT workstation market. Enough said." Whoa! I am a relentless SGI booster, but I am not so confident. SGI's worst problem is marketing. How is SGI going to go up against powerhouses like Compaq -- organizations whose marketing skills have been honed to razor edges by a marketplace with thin margins and terrific competiton? SGI first has to master a new business model of: 1. Thin margins 2. Big volumes 3. Competitive marketing 4. Developing a high-quality "orphan" machine on an unfamiliar NT platform Each task my itself is a big and potentially insurmountable change in this company. My best hope is to see them snatch a chunk of the high-end workstation and server market. That should be enough to see solid growth for SGI. I have become humble. But I'll tell you, 17 is far from my favorite number! --JD

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