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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 90.20

-0.7%

Dec 4 3:59 PM EST

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To: Mathon Dabasir who wrote (4531)	3/21/1998 1:22:00 AM
From: Jim Davison	Read Replies (1) of 14451

Big article in the WSJ interactive about SGI on 3-19. This article suggests that Alias/Wavefront might be spun off, and talks about big competition from Microsoft. It also paints a picture of SGI as a money-losing UNIX dinosaur struggling to play catch-up. Not too much good stuff about the NT machine to come. I am feeling rather optomistic. I expect another couple of slow weeks, then a rapid ramp up when no bad earnings pre-announcement materializes. The street knows bad earnings are factored in. Oracle's recent upside surprise might presage a similar event for SGI, which has closely tied interests. Go SGI! --JD

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