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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 92.00

-0.1%

Nov 12 3:59 PM EST

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To: Don Green who wrote (5263)	10/22/1998 10:50:00 PM
From: Thomas A Watson	Read Replies (1) of 14451

Don. The borg markets with fud. But even microsoft was unable to convert hotmail to nt severs. A company is in real danger when it starts to believe it's own fud. unixes failed against the borg cause no one could use it at home. linux will succeed because it's so good the nerds like me sneak it into every company and because when it works it is accepted. No fear for sgi, I have justin time info about the sgi borg that you can bank on. Multiple inside and outside sources all point to the same conclusion. But HP is already shipping. Also K7 from factor is same as 64 bit alpha. More linux pirana that can eat sgi shorts. The thing is that the info from kirch.net is not fud but fact. The continuing litany of nt failure and linux success makes it easy for nerdy N-gin_ears like me to debunk the borg para normal claims of it actually works. The non technical will just not see it coming. Sgi however is a company with I don't have a clue of it's direction. HP kyack is available now and has rep of super robust and no failures. It's going to be in the market place and established while sgi designs. When I sold out of sgi at 13.5, I predicted sgi going to 8. With current earnings, I can see sub 6. A techno nerd analysis.

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