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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 90.81-2.0%3:59 PM EST

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To: Dirk Dawson who wrote (4372)2/11/1998 2:46:00 PM
From: Larry Brew  Read Replies (2) of 14451
 
Dirk, << BIG stuff & how I see the pieces coming together >>

Events:

Larry Ellison becomes AAPL board member

Steve Jobs takes PIXR ( hollywood connection )

MPEG -- Video streaming formats -- SGI SUN ORCL, entertainment etc

ORCL -- Larry Ellison and web site storage to pc -- video stream

Dual directional internet speed -- ADSL and Fiber solutions capable
of real time video.

Some obvious players -- c-cube, athm, roadrunner, time warner,
TCI, baby bells, AT&T and other services, USWest, TXN, ADI etc.

Please don't take any of above as buy recommendations. Just pieces to a puzzle. SGI being graphics + servers does look good. You can and should buy this one. May help my valuation. :-)
Larry
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