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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 91.87+1.9%3:59 PM EST

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To: Eli Lauris who wrote (4549)3/22/1998 9:54:00 PM
From: Mathon Dabasir  Read Replies (2) of 14451
 
Eli, if SGI servers are as great as you say they are (...and I believe you, the long shareholder that I am...) then why doesn't SGI have a much greater percentage of general enterprise wide (non-visualization) business in this server category? Is it really just a case of poor marketing???

btw: A very reliable camel trader told me -just last night- that IRIX does not fair well against Solaris in the reliability department. Put another way, SGI's service require- ments negate its application in environments where maximum uptime is critical. He also pointed out a glaring void of general enterprise application solutions (like SAP for one) that lock SGI out of many deals. All this he said -before- we shut him off!!!

Your take?

Mathon
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