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Technology Stocks : Silicon Graphics
SGI 93.78+1.7%Jan 9 9:30 AM EST

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To: Mephisto who wrote (106)2/25/1996 2:08:00 AM
From: Geoff Trachtenberg   of 199
 
I disagree. The more I think about this, the more I must conclude
that the announcement is going to be positive in all respects.

I have said it before and I will say it again: why all the hype?

Do we not think that these people don't own shares themselves?
Do you usually announce a new scheme to the press without
carefully contemplating how it will be preceived??
Why make it on Monday? WSo there is a full week to trade . . .?
Why all the mysteryy?

I must admit as well that I am skeptical about the Cray rumer, if not
only because it is being held out as a rumer. Notice that the whole
frigg'n internet has bought into it as if it were a fact. As I understood
it, it came from "those in the know" in Silicon Valley. True, that
sounds juicy, but who, what, and where in Silicon are better questions.

I guess I am simply a general skeptic today. I do not necessarily
think this will turn out to be a Cray deal, yet I have no alternative theory.
I also expect either "no or positive" response. Certainly not a
WordPerfect or Apple fiasco. Nonetheless, this is only based on MY
speculation. That's no better, if not worse, than some guy in "the know"
in S.V.

Nuf said.
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