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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 (4548)	3/22/1998 9:14:00 PM
From: Eli Lauris	Read Replies (2) of 14451

<<1. How well would you say SGI servers compete against SUN's outside of high-end visualization market niches? You know, in general enterprise applications?>> I'd say SGI servers are damn good. #1.Scalability -- you can scale from 4 to 128 CPUs in one machine or you can take that machine and split it into several separate machines. Can Sun do that ? #2. I/O performance -- you can put 12 100BaseT cards into a 4CPU Origin 2000 and it'll pump out 1.2Gbps no problem. Can a Sun 4CPU machine do that ? #3. full 64-bit OS -- Sun doesn't have it. Despite all that, Sun obviously outmarkets SGI very effectively. Hopefully with Belluzzo on board, that's about to change. <<2. What do you think is going to happen to SGI/IRIX workstation shipments once SGI/NT workstations start shipping? Do they go up or down?>> It depends whether you are asking about low-end and midrange (O2, Octane) or high end (Onyx2, Infinite Reality, etc.) I think the high-end SGI IRIX workstations will continue to do ok. For the low and mid-range ... well, I think you know why SGI is developing NT workstations.

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