Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jatin Kadakia who wrote (8153)	10/23/2000 7:45:01 PM
From: Thomas A Watson	Read Replies (2) \| Respond to of 14451

I'm typing as I listen. Bob b. products bench marking well suffering material wafer and ceramic for custom asic They think supplier will fix problem in few months. Digital content being created. Sgi stuff works well Sgi betwix hollywood wallstreet and .... sgi 1000+ deployed 20% of market dallas peranha la jci high def content ... ... .. 500 octane to wald dis pixar 300 cpu for rendering and and vario web hosting and travelocity are sgi sites hal covert results. numbers I can't type and listen, I suck as a typist. outlook q2 shortage still in effect revenue 515 mill 38% gain on assets 70 million. full year 2.2 billlion if shortage margin 40% higher volume sales mix 400 million on sale of assets 200 million profit. questions components what has changed. components more available towards end of quarter. goldman sax competition is it eating your lunch. ans we are more competitive what else would they say sg cowen. what the hell was the question? supplier has increased capacity and sgi will know better in December. Sgi knows now better than three weeks ago the capacity error was dumb. No one is benchmarking against 3000 as it's that good. I think that's what sgi said. 80% of sales with existing customer, 20% new. alias/wavefront not for sale. wamnet no comment on IPO. Lehman Bro. is 20% rev growth sustainable. Y Yes at 15 to 20 if do it right. Call is about 25 minutes. Tom Watson tosiwmee