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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 91.70

+1.1%

12:45 PM EST

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To: Jim Davison who wrote (3834)	12/19/1997 1:10:00 AM
From: Brad Zelnick	Read Replies (1) of 14451

Hey folks, if you think SGI has a business left, they're running a blue light special. You should buy stocks the same way you buy groceries, load up when they go on sale. Don't use margin, and don't use money that you can't tie up for 12-18 months. Frankly, who cares if buyers don't return until next year? I only care that the company is run right. It's hard to tell that with a tech. I like 15-20% per year return. Whether I get it at the beginning, or the end, I don't care. Andy Grove said that he wants to capture the eyeballs. IMHO that's exactly what SGI does. Take a look at those IDC year end predictions. SGI does well all those things that are predicted to occur. They need to execute. See you in six months.

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