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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 88.96

-2.3%

Dec 17 3:59 PM EST

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To: Brad Schoening who wrote (583)	1/8/1997 1:12:00 PM
From: Alexis Cousein	of 14451

>Missing analyst estimates five or six quarters in a row is a pretty >serious problem that shouldn't be dismissed as just a little bad >luck. You won't see me dispute that, and most people at SGI have one particular person in mind for some incorrecly set expectations... I was only referring to the last quarter, and the fact someone said missing a manufacturing plan during a ramp-up of a new product is always `bad management'. There are lots of other reasons for missing quarters, and we've had our chance to taste the variety of reasons lately (including the batch of bad R10Ks shipped to us some time ago).

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