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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 92.96

-0.9%

Dec 15 3:59 PM EST

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To: vincent bilotta who wrote (4058)	1/19/1998 10:15:00 AM
From: Mathon Dabasir	Read Replies (1) of 14451

>>SGI has ridden through some tough times drunk on hubris, and hubris has served them well.<< Vincent: How well it has served them is debatable. Otherwise an excellent observation about SGI being "drunk on hubris". THEE BEST characterization I have heard to date and what I still see within SGI ranks. Erased, maybe momentarily, say last fall when Ed previewed (on CNBC) CO plans to build NT systems to better satisfy their customers needs. He stated directly, CPU's and OS's were not as significant as providing the best overall solution for their customers needs. If that called for NT, so be it. Revelations! And scenes from '84 when UNIX meant nothing and 3D visual computing meant everything. Will Ed's attitude that day permeate through the ranks? Don't detect it has yet. Do you? btw: Your assessment of deals made '92 thru '96 was also right on the money. It was truly amazing to see the spending spree that took place then, when CO literally printed money in the form of stock certificates. As a shareholder (then) I was shocked and amazed how too few people were doubting these acquisitions because they were made with "funny money". Couldn't SGI just as well become a majority shareholer in each deal (A, W, Cray)? Did they have to swallow the whole enchilada each time? One thing's for sure. The "funny money" days are over. Now it's cash & carry time for SGI. Maybe, just maybe, we'll see new managment emerge and divest some of this baggage and get back to their original plan. If that happens? I'm in. Mathon p.s. What animation projects are you working on these days?

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