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Technology Stocks : Silicon Graphics, Inc. (SGI) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Holtzman who wrote (6249)	7/21/1999 9:34:00 PM
From: Don Green	Read Replies (1) \| Respond to of 14451

Bill Yes it has been a LONG and VERY Bumpy ride. I took my losses last year to counter big profits made elsewhere, so I am actually ahead by a few points already and it is also a longterm gain. So I will let it ride. My biggest concern now is seeing the overall market tanking just when things at SGI are improving.. regards Don

To: Bill Holtzman who wrote (6249)	7/22/1999 12:16:00 AM
From: sea_biscuit	Respond to of 14451

SGI is #3 in this business -- after SUNW and HWP. Rarely do we see even a #2 proving to be a good investment, let alone a stock in the #3 position. Take Proctor & Gamble vs. Colgate for instance. The former has been a great investment whereas the latter has been so-so at best. Similarly, with McDonald's vs. Wendy's, or Wal-mart vs. K-mart and of course, back here in the tech world, Intel vs. AMD! The only #2 that I can think of which might be a good investment, is Pepsico. Perhaps this is also the reason why GE will never take a unit into their fold unless they can be #1 in that line of business. Only in some segments they might be #2, but for the most part, they are #1 in whatever they do.

To: Bill Holtzman who wrote (6249)	7/22/1999 2:24:00 AM
From: Don Green	Read Replies (1) \| Respond to of 14451

Fm: Briefing.com: Silicon Graphics Inc. (SGI 16 unch) Here's a big surprise... SGI not only beat estimates, it destroyed them... Company posted Q4 net of $0.12 a share, $0.17 ahead of the First Call estimate and miles ahead of year-ago loss of $1.17... Revenues rose 7.1% to $828.6 mln... Could company be back on growth track?.. Expect market to give it the benefit of the doubt and bid stock sharply higher in today's action... First resistance at 20 7/8 (52-wk high).