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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 90.81

-2.0%

Dec 3 3:59 PM EST

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To: brushwud who wrote (4603)	3/29/1998 9:11:00 PM
From: Jim Davison	Read Replies (2) of 14451

Vertical integration -- chipmaker, software design and boxmaker -- should in principle yield the most tightly integrated and efficient systems. Unfortunately, in practice I guess that this has contributed to SGI's difficulties, since it makes the company less flexible in dealing with rapidly changing technologies. I am continuously amazed at how long it is taking SGI to produce a viable NT machine -- especially a machine based upon somebody else's chip. I would have expected their engineers could have cranked one out in a few months. Apparently they are creating something radical, but I have no idea what it could be. I guess we'll see the stock drop a point or two tomorrow. I expect Belluzzo will be extensively quoted with encouraging remarks, and maybe that will shore things up. I had thought server revenues might have been on the rise. I wonder if this means the Netscape/SGI server project bombed out? By the way -- glad to see you're still following the thread. I still remember your post about the worn-out blue-jeans! Sorry about the cross-posting. I was just trying to bring a little class to that silly Yahoo thread. --JD

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