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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 86.00-2.7%Nov 17 3:59 PM EST

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To: dd who wrote (5131)9/10/1998 1:23:00 PM
From: miklosh  Read Replies (1) of 14451
 
<what did he say> notes:
1/2 way into 5-6 quarter transition
transition going well
sgi ahead of sun in supporting nt
reducing cost
concentrating on graphics and innovation
working on business model
BUILDING CUSTOMER LOYALTY
when showed a graph of stock performance he did not blame wall st

He came across as competent and upbeat; a no bs kind of guy, but he really had nothing specific or new to say in his pep talk. I was impressed mostly by the fact that he didn't whine about the stock price like a lot of ceos do when they go on cnnfn. To bad he didn't say something about sgi buying back its stock tho.
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