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

To: Thomas A Watson who wrote (6400)8/13/1999 3:20:00 AM
From: ramin shahidi  Read Replies (2) | Respond to of 14451
 
Just came back from SIGGRAPH.. The mode of SGI employees were very down.. Question: Why would SGI pick up the first day of their most significant annual show to announce the lay-off news?

Any way, for what's worth.. I think these moves are all positive for SGI.. For the last 18 months, RB has been cleaning up the mess that EM had created (i.e., NT and Cray should have never happened).

Now RB is doing it his way, (Focus Focus Focus)., and even maybe more significant, realizing that "when your marketing sucks, your products better have high margins".

--Sticking to network biz is definitely profitable.

--Passing NT line to someone (like IBM) is great for the product line.

--Getting rid of NT all together and moving to Linux is a great move..

--Dumping Cray can only be positive.

--Ramin



To: Thomas A Watson who wrote (6400)8/13/1999 10:23:00 AM
From: Steve Chang  Read Replies (1) | Respond to of 14451
 
SGI as a linux stock?

Looking at RHAT's valuation it looks as if SGI may
be a value as a linux stock. If you believe that a linux
hw/sw supplier is viable then SGI may have a shot.

At the very least SGI looks like it may have a brighter future
than VA Research since SGI may be able bring more value add to
their systems.

Of course SGI will have to execute their new linux strategy
well...


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