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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (8459)	6/20/1999 12:31:00 PM
From: J. Nelson	Respond to of 57584

""""HAPPY FATHERS DAY TO ALL YOU DAD'S OUT THERE"""""

To: Rande Is who wrote (8459)	6/21/1999 9:27:00 AM
From: Kevin Shea	Read Replies (1) \| Respond to of 57584

Old favorite SPGLA starting to come alive again .... going into earnings?

To: Rande Is who wrote (8459)	6/21/1999 12:39:00 PM
From: ynot	Respond to of 57584

SGI, know a little of the company, servers are ok, but they are in a big competitive quadmire, imho customer upgrades are slowing, Disney deal may be good, but part of a larger (expected) upgrade cycle a huge chunk of revenues may be software releated, so i'm not sure of the impact of 'broadband infrastructure pull' top notch quality and excellent R&D capabilities but this may be moot as the market is moving forward with Replay Networks and another Vulcan funded venture I met the Replay CEO during his first pre IPO attempt which he sold privately to MACR...six people in two offices coded 18 hours a day, made him millions, MACR lost even more, imho back to the topic...server boosts may be moot, replay is a TV top digital VCR which gets content via cable...perfect, uses the existing pipe and distribution system, avoids VERY HIGH costs that WEBTV and WEBChannel will have to get providers to incur This will be a give away soon with users paying for it via subscription to the software So on one hand www users will demand wireless connection on the other the mixed mode a la REPLAY is here TODAY...to paraphrase a very smart guy i know ! stirring up the pot, as usual, and imho ynot :)