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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 92.80+1.4%Feb 3 3:59 PM EST

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To: Irv Klein who wrote (571)1/7/1997 11:27:00 PM
From: SuperSonics   of 14451
 
Don't put too much on the "big backlog". That's the order for two Qs since they are not shipping a whole lot this Q. This Q looks bad, if you take some backlogs to this Q to make it a so-so Q, you won't have a big backlogs. Also, if you don't deliver the products to your customers, they will buy something else, they are not going to wait another 3 months.

All your assumption is that the company will excute well in the next Q and so on. But there are many unknown factors in the future, what is on the table is that the mgnt didn't do a good job.
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