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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 90.70

+1.6%

Nov 26 3:59 PM EST

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To: Esvida who wrote (3915)	1/3/1998 3:44:00 PM
From: Esvida	Read Replies (2) of 14451

Excerpts from Barron this week: "In another promising development for Sun, NCR announced in October that it was discontinuing further development of its own Unix operating system and adopting Sun's Solaris as its standard operating system for enterprise computing. For years, the Unix systems vendors' Achilles' heel was that they could never agree on a single, standard operating system and so divided the market for enterprise systems and frustrated their customers. NCR's move is the latest sign that matters may be changing for the better. There are also rumors that Data General, Sequent and Unisys will embrace Solaris as the standard Unix operating system before long. Sun is picking up market share at the expense of the other Unix players," asserts Christine Chien, an analyst for five portfolio managers at Zurich Kemper Investments. Chien thinks Sun's stock "is really attractive now, with some 40%-50% upside over the next year." One East Coast fund manager who holds Sun shares goes further: "Digital Equipment Corp. is dead, Hewlett-Packard is dead, IBM's Unix is dead," she maintains. "The sooner they move to Solaris, the better. The world is moving Sun's way, and it is moving away from Microsoft." This investor also thinks Sun shares could hit $60 this year. ....... I don't know why no reference was even made to SGI. I think the SGI people should raise this issue internally. Time to move and let someone else carry the burden of maintaining Unix. It only benefits SGI to resell Unix and NT w/o having to incur the maintenance costs. -Al

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