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

To: Don Green who wrote (8677)	3/27/2001 2:50:59 PM
From: Richard Habib	Read Replies (1) \| Respond to of 14451

Don, there is no evidence we are in recession. I'll tell you exactly what's going on. Three concurrent somewhat unrelated things. First, the equity bubble burst which has caused consumer confidence to dip. Second, dot com failures which caused a slowdown in tech spending. Third, the new vastly more real time supply chain management techniques of the last few years has caused decision makers to react strongly to a downturn in demand by slamming shut spending that even a few years ago would have dribbled to a stop over a longer period of time. Those three things have made it appear the sky is falling. My prediction and you heard it hear first - 6 months from now, people will be wondering what the fuss was about. That doesn't mean stocks will go back to their highs (At least I hope not). It does mean that 6 months from now we will look at this tech spending slowdown as a glitch and not indicative of anything longer term. Rich

To: Don Green who wrote (8677)	3/27/2001 3:08:20 PM
From: Thomas A Watson	Read Replies (1) \| Respond to of 14451

Don, no-one on wall street understands why SGI is any different than Apple and I don't know if you have any idea either. Their is nothing you can do with an Apple that today you cannot do ten times faster with an Sgi or as fast with an SGI at a very similar price. I doubt that their is anything you can do with an Apple the cannot be done for far less with a PC even with a borg OS. Apple indeed sells into an cult of users. SGI has solutions that are unique in power and price performance and those who buy SGI understand that SGI provides the cheapest more cost effective solutions by far. In the past the dramatic difference in initial costs of SGI vs the competition obscured the true value of SGI. Also the fud of will the company survive cost sales. But the SGI I see today I believe will be rendered and streamed to profitability and then all those on Wall Street who use SGI and see SGI equipment every day will wake up and buy in at 10 dollars a share. I just hope they wake up in the next three to six months. tom watson tosiwmee