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


To: Don Green who wrote (8753)4/6/2001 10:16:06 AM
From: Thomas A Watson  Read Replies (1) | Respond to of 14451
 
Don, who will move higher is dependent upon where one is and what is the perceived value. I believe that SGI is poised to have a better story to tell than many other companies. Execution will bring the believers. If SGI becomes credible then based on the valuations of what other see as cheap, SIG is 2 to 3 times as cheap. But something has to kick the price out of this low 3 to 5 dollar range.

One of the key differences in SGI is IMHO SIG know it's market and is focused on that market. SGI went thru a period under the rickster that lost direction. This lack of focus caused the first problem. Cisco parts pigery caused shortfalls in product shipping that caused the current market disinterest in SGI. I think that things they are a changing.

Investors are looking for a story to invest in. I see SGI as having a great story. I just hope it's not Toy Story.

tom watson tosiwmee