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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 94.00+1.1%Jan 16 3:59 PM EST

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To: ramin shahidi who wrote (5510)1/10/1999 2:36:00 AM
From: Eli Lauris  Read Replies (3) of 14451
 
<<The Market..
With such price range, SGI certainly can not reach Homes, or normal office staffs, managers,etc... The "left-overs!" consist of a very low percentage of the market, that are mainly engineers, designers, animators, maybe architects, imaging specialists, etc.. >>

Ramin,

Do the math. This "left-over" market is currently about 2.5 million NT machines + 0.5 million UNIX machines sold per year. The NT market is growing at 30%+ a year, while UNIX workstation market is declining at 5-10% a year. If SGI can capture, say, 30% of the NT workstation market, that's 750,000 units a year. Assuming, say, $5000 average price, that's $3.5 billion a year in revenue. Just for comparison, that's more than SGI's ENTIRE revenue for the past year including all the workstations, servers and supercomputers.
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