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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 86.00

-2.7%

Nov 17 3:59 PM EST

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To: Jim Davison who wrote (4182)	1/25/1998 9:59:00 AM
From: Larry Brew	Read Replies (1) of 14451

Jim, << sold off 10 % >> I peeled off 20% Friday. It still remains my largest investment but not my largest valuation. I think that probably ='s biggest loser. Somewhere between 15 and 20 per share, depending on how far the momentum can carry it, I'll shed another 20%. I'll then be comfortable with that position. There's too many 'hot tamales' comming down the road with ADSL networking. I'm trying to sideline some SGI cash for the players I'll choose after ComNet. I just can't see sitting on dead money with movers on the horizon. Like you, I expext more layoffs. Also selloffs, as you've probably read on other posts. Enjoy the beach. Not a lot of water here in Jan at 9000 ft. Ice! Larry

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