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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 91.87

+1.8%

Dec 5 9:30 AM EST

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To: Larry Brew who wrote (4285)	2/3/1998 6:31:00 PM
From: Jim Davison	Read Replies (3) of 14451

Mathon, glad to have your aboard, although I will miss your uses as a contrarian indicator. A cheerful pessimist is a nice thing to have around. I have been mulling over Belluzo and agree SGI will get a new honeymoon from investors, and they might even forgive another bad earnings report. However, the stock cannot trade with a PE of 100 forever. Real movement will occur when there is expectation of profits -- probably when the big NT is released. The stock's nadir will probably hit just before the ad campaign. Anybody guess when that will be? --J(Whats His Name)D

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