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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 83.87

-2.5%

3:59 PM EST

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To: Alexis Cousein who wrote (4792)	4/28/1998 7:50:00 PM
From: Greg Jung	Read Replies (1) of 14451

< Not married to Microsoft. > The PC branch will be all NT - whether it will be enabled to run another OS is questionable (already there has been talk of DEC producing a low-cost "NT-only" alpha version). SGI drivers will be for NT operation - there won't be an IRIX version and I doubt you could install Solaris on the machine. You forgot Sun; they've jumped on the bandwagon too with Solaris-on-IA64. Sun is at odds in many ways with Microsoft. Sun wants a piece of the software action, anathema to Microsoft. SGI has conceded all software in the NT box to Microsoft. Engaged to Intel, that would be another matter. SGI won't be married until the eating of the IA64 pudding has begun, though I don't understand the drooling about the MIPS spin off, it is a decaying asset and losing them money, to boot. They have declared that when the IA64 is ready (running at the speed of an Alpha today?_ they will use that, not MIPS. So why should anybody buy the company making a product with a single customer? And I suppose it's as cheap as these will be in 2002, and already runs Linux. Have you seen the Titanic yet? Greg

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