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Technology Stocks : MIPS Technology -- Ignore unavailable to you. Want to Upgrade?

To: TimF who wrote (229)	6/25/2000 1:25:00 PM
From: Joseph A. Aboaf	Respond to of 337

"I did buy more SGI to get the MIPS, but lots of different strategies, not all of which match yours". " If you had to sell MIPS or SGI to raise some cash which would you sell?" If you were on margin, you could have got a margin call with SGI below 5....Too many SGI shares...better financial profile in MIPS... Joe

To: TimF who wrote (229)	6/26/2000 11:20:00 AM
From: Srexley	Read Replies (1) \| Respond to of 337

"If you had to sell MIPS or SGI to raise some cash which would you sell?" That's a tricky one. I originally had a small SGI position with hopes of a turnaround. I thought it was a decent value partly because of its holdings in MIPS and VA Linux. After the spinnoff was announced, SGI got in the $6's and I bought more specifically to get MIPS. Now I think SGI is cheap enough to keep as a possible buyout candidate or a turnaround story. Don't think they will just flat out go out of business. I'm being a bit long winded about this, but here's my answer. Since I DON'T have to sell either position I will say that I like MIPS better, BUT if I HAD to sell a position it would probably be MIPS because it would generate more $ (proportionately).