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


To: Don Green who wrote (7935)10/6/2000 2:04:04 PM
From: Ms. Baby Boomer  Read Replies (1) | Respond to of 14451
 
Hope you're not short ... could get painful, if betting against the house....



To: Don Green who wrote (7935)10/6/2000 2:17:17 PM
From: Thomas A Watson  Read Replies (2) | Respond to of 14451
 
>but if SGI couldn't turn itself around when the Techs were booming.

Well I guess that SGI's problems have little to do with the fact that while the techs were approaching the boom SGI brought in as CEO someone who most likely believed that msft has more advanced technology than SGI and thus tried to take a cutting edge tech company to McDonald's technology. This mis-step bears most of the blame for the last year of laggard performance. Not only was the SGI's nt excursion a product bomb, it most likely worsened delays in new core SGI technology and also created problems for sales methodology employed by SGI.

Mr. Bishop has made what appear to me to be good decisions in where with what SGI is going.

Now Mr. Baloser is at msft and he supposedly has a key position. How much has msft stock dropped since he joined the company. What is msft doing in next latest and greatest.
Message 14499543

During the height of SGI nt la la cycle I was very negative on SGI. I only bought back into SGI when Ricky announced the abandonment of NT and the pursuit irix and unix as the core of SGI focus. Ricky left and Bishop took over. SGI's products are all best in class in markets where that makes sense. SGI is a leaner company now. There is no doubt that SGI has little credibility in the investing community and that may mean that a few quarters of predictable positive results have to occur before mainstream analysts start jumping on board with positives.

On the other hand if SGI's product sales start increasing, we are in internet information dispersion time and very quickly all may/will see what the products are, how they fit and how many will sell. So a 10, 20 or thirty dollar run up can always happen.

Tom Watson tosiwmee