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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 90.70

+1.6%

Nov 26 3:59 PM EST

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To: Marcelo Magnasco who wrote (4909)	5/24/1998 6:35:00 AM
From: Thomas A Watson	Read Replies (1) of 14451

Well apple also has a loyal following. I Think SGI has the best unix. But I is a small (maybe) minority. Sun's darwin defines a unix box price that SGI cannot compete with. As Intel processor's get faster and faster, even clunky NT can run more and more engineering applications that were formally the realm of unix. Nasa is funding the development of Linux opengl driver's for, well I don't have the name of card in front of me. Anyway It seems SGI faces an erosion of unique value status and very stiff pricing competition from many competitor's with deeper pockets. And based on the last week of SGI trading, it looks like Rocket man is perceived to have leaky o'rings. Any way that's the dismal perspective from me. Oh boy! I've got a 9K margin call. Ain't life a bitch. Remember, An Intel processor is a terrible thing to infect with a borg virus unless it resides in a system built by SGI in Mexico.

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