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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 87.87

+0.6%

3:59 PM EST

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To: Don Green who wrote (5966)	3/31/1999 7:54:00 PM
From: Adam Nash	Read Replies (2) of 14451

I don't buy into a lot of market manipulation stories. However, I think SGI has demonstrated that they don't understand how to play in a non-proprietary market like NT-stations. From what I hear, the new NT stations are completely custom, with the exception of the processor and NT itself, which means they are only able to do machine rev's every 18 months or so. That's gonna hurt when competing with Dell/CPQ/HP who can change the video subsystem they use on a moment's notice. I love SGI, but rationally, I think I am short it as of now. SGI is not competing well with Sun in the Unix arena, and they have not demonstrated to me that they will make up the lower ASP in the Win NT world with volume. I've placed a short limit order at 16. Don't think it will hit tomorrow, but who knows. The way I see it, SGI sales are headed towards $2B, and I think the stock is going to stay at about 1x sales until long after SGI turns around. Look at AAPL to see what I mean. 1x sales of $2B would put the stock at about $10. - Adam

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