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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: David Mosley who wrote (4318)2/6/1998 10:20:00 AM
From: Dan Packer  Read Replies (2) of 14451
 
The David Mosleys of the world should not be investors in this stock. Our favorite billionaire Buffett tells you to stay within your circle of competence; this Mosley is far outside of it.

The points raised are best answered as a take-home quiz by the questioner. Suggest that you start by reading the 10K and 10Q's. Then visit the company and get an idea what they do. Now visit the other companies and get an idea what they do. Talk to some end users and find out what they want. Finally sit down with an Intergraph or CPQ workstation with a Merced Inside and start it up. Quiet isn't it? Has that nice SSSsssssound of vapor.

Now David go out and buy some Sara Lee - great balance sheet, understandable business, and you too can drive off with a Twinky.
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