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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 91.52

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Nov 28 9:30 AM EST

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To: John M. Zulauf who wrote (3608)	11/19/1997 8:39:00 AM
From: vincent bilotta	Read Replies (1) of 14451

John, as you know, i use A/W products exclusivly for 3D and don't see that changing anytime soon. i do see extreme pricing pressure on the entertainment products, where sales are flat or falling. the automotive and design products are soaring and carrying all the weight. i believe management is in chaos, and has retreated into a paranoid shell. also i strongly believe that Maya is very TD oriented and the steep learning curve will make widespread acceptance difficult.3D MAX is putting strong pricing pressure on the whole market, and moving to a volume business model is going to be A/W's biggest test. the NT and Maya port are going to strain an organisation that has been ducking it's customers since the merger. A/W has no problems getting along with GM, Ford, Chrysler and ILM, they just can't get themselves to mingle with anyone smaller, which is where the growth is. how many people are they going to have to hire for the rollout of Maya? they have 5000 paid seats today, the stated goal is 50,000 in two years, this mean a price cut of from $30K to $5K for the core product. should be interesting. vincent

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