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


To: Don Green who wrote (8776)4/17/2001 1:43:14 PM
From: Thomas A Watson  Read Replies (2) | Respond to of 14451
 
Yes Don, I do really think SGI can improve their situation in these market conditions. SGI makes some really unique stuff and I think the guys in charge understand what is unique and what is commodity and understand that they need to market with that understanding. Are they fiddling with the mix, I suspect so. But I see a reasoned and rational approach and they had a huge backlog. If they were selling commodity they would not have developed such a backlog.

tom watson tosiwmee