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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 90.07

+0.4%

3:59 PM EST

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To: Thomas A Watson who wrote (5398)	12/14/1998 11:35:00 PM
From: Jim Davison	Read Replies (2) of 14451

I believe SGI will significantly beat expectations in winning the NT workstation market. In fact -- I think the "workstation NT market" has been an oxymoron -- the two were mutually exclusive! Until now. SGI's new contribution will reinforce NT and absolutely kill UNIX at the low end -- including, I'm sorry, LINUX. I know we all are secretly rooting for UNIX, but the fact is that a terrific, fast box that will run the popular WINDOWS platform will be snapped up right off the assembly line. Also -- the sweet spot in the product cycle is when you have the thing they want at the only price in town. Spelled S-G-I. This morning I sold almost all my holdings except for SGI, and I was gratified to see SGI hold the line when everything else dropped. I figure the impeachment scandal is good for a 1500 point drop on the DJIA. (Those Republicans don't give up easy.) SGI is way below fair value. This new product launch has been planned for years. I think it will be sublime. --JD

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