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

To: brushwud who wrote (9519)	11/5/2001 4:57:49 PM
From: Charles Tutt	Respond to of 14451

Not-Invented-Here. Costly. Charles Tutt (TM)

To: brushwud who wrote (9519)	11/5/2001 7:17:07 PM
From: Thomas A Watson	Respond to of 14451

digging deep in the gray matter. Sgi sold the Cray Business Unit (CBU) The CBU made the "starfire" computer. The architecture of the "starfire" used an interconnect technology that had no use or future in High Performance Computing. Sun wanted the starfire as they had done lot's of work fixing slowaris on the stafire. I recall most folks who were using sun did not want slowlaris and insisted on Sun OS. Sun did take and successfully market this product. But the product was outside of the core direction of SGI. One can looking back say it was a mistake, but I don't think so. It was a marginal to bad design and sun did a good job at selling it as the UE10000. The Origin 2000 was a far superior design in HPC. The worst decision to me in SGI history was the direction Mr. Balluzzo took the company into a not entirely compatible NT workstations. The company developed an OK also ran product at a time of steep declines in the prices of PS's and PC servers that were just as cost competitive and could run all the software an SGI system could. It was also negative as the effort turned the company away from the focus of HPC. SGI was and is a small company. With limited resources effort on project A take from project B. This is not by intent but just the way it is. This delayed the brick design and when the bricks were hot cisco bought all the substrates needed to create the performance chip to make a Origin hum. Then we had the meltdown of the tech market to today. But today we have a focused SGI with a 300 product that I see as being very high margin. The 300 compute box design is very clean and I see SGI as being able to knock em out by the gross. The box has plenty of room for more density and I see DOD dollars providing for custom designs and features/interfaces that translates into even more powerful commercial compute solutions. tom watson tosiwmee