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Technology Stocks : Apple Inc.
AAPL 273.85+0.5%Dec 24 12:59 PM EST

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To: Adam Nash who wrote (24806)5/13/1999 3:56:00 PM
From: Richard Habib  Read Replies (1) of 213177
 
Absolutely, Adam, SGIs supercomputer business is in trouble and the trends such as clustering, etc. don't bode well. SGIs high end server/workstation market sells to an overall unix market that is decreasing in unit and dollar sales and isn't competing well with Sun and the other unix boxmakers. It's low end workstation market including the NT boxes is plagued with poor execution.

I do understand that the video subsystem on the NT boxes is quite impressive. Apple needs fresh tech here. The AGI boards have recently been leapfrogged by their competition and no longer represent the best performance.

OT - By the way, do you still own Intel at around this price or did you get tired of waiting. Intel is a little high on historical valuations but their smooth execution to .18 micron and the rapid pace of new product intro is making it pretty interesting. Rich
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