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

To: Thomas A Watson who wrote (9685)	2/11/2002 3:58:21 PM
From: Thomas A Watson	Read Replies (1) \| Respond to of 14451

breakfast meeting news by: jeff_sharon Long-Term Sentiment: Strong Buy 02/11/02 01:28 pm Msg: 84616 of 84637 I just got back from the meeting. It was a two and a half hour trip. It was a lot more intimate meeting than I expected. There were 11 people total. That included Bishop, Zellmer and Larissa DeCarlo (Director of Investor Relations), 2 brokerage, institutonal guys, some BIG investors and me. My first impression of Bishop is, he is a guy who deeply cares about SGI. Let me start out by saying I'm just a regular person there were a few things I did not completely understand, I will research them before I post incorrect information about them. (nothing bad)Everything I am posting is from my notes, and as correct as I can recall. We were seated at a round table, there was an overhead with the power point file from the website, that someone already posted. Mr. Bishop and Zellmer spent most of the meeting talking with us and did not refer to the presentation. He (Bishop) spent the majority of the meeting talking about VAN. He expects it to be the "killer app" that will provide future growth and earnings. (no suprise there) He said SGI is working on a massive storage strategy that will hold up to 18 exobytes of data (1000 petabytes). He spent some time on the NEC sale. He said in addition to the cash, there was intrinsic values to the sale. He said that by selling what amounted to 7% of the company, he was able to value the whole company for a larger value than what Wall Street gives credit for. Also he said NEC has about 7000 sales people who will now be selling SGI products. He talked a bit about the 4th generation computer. Right now there top of the line computer can scale to 512 processors, (they have built one with 1024 processers for NASA)the next generation will be able to scale up to 32,000+ processors. Currently he thinks we have about 10% of the 18-20 billion dollar market in their 5 core areas: energy, entertainment, science, oil exploration and one other. He thinks achieving 30% of this market is resonable. Zellmer and Bishop could not talk about the microsoft deal. SGI holds approximately 500 patents. Mr. Bishop was asked about spinning off or selling Alias/Wavefront, he said his options were open but he was not expecting on selling them soon. The new servers that will be utilized in the Visual Area Networks will utilize Mips processors and not use Intel or AMD 64 bit chips. Again my final impression is that the CEO and CFO care about the company for the long term. The excitement in his eyes and voice when he was talking about VAN was inspirational. Good Luck fellow longs. messages.yahoo.com tom watson tosiwmee

To: Thomas A Watson who wrote (9685)	2/12/2002 11:35:44 PM
From: John	Respond to of 14451

Actually, the downhill effect looks to not necessarily be an sgi effect....I don't see them on the partners page of the company that came up with the technology. dartfish.com

To: Thomas A Watson who wrote (9685)	2/13/2002 10:31:16 AM
From: Ms. Baby Boomer	Respond to of 14451

Think more like telco, media, broadcasting...come on boyz time to bust thru 3...5 on the horizon... where-o-where is Mr. Greenjeans??? NBC, known for pushing the edge of sports broadcast graphics technology, is once again relying on SGI® hardware and Alias\|WavefrontTM software for the 2002 Olympic Winter Games, airing from Salt Lake City, Utah, February 8 through February 24. NBC will create preproduction and live-to-air broadcast graphics using recently released Maya® 4 software from Alias\|Wavefront, an SGI company, running on four Silicon Graphics® Onyx2® deskside visualization systems and two Silicon Graphics® Octane2TM visual workstations. The SGI systems will be housed in the graphics area of the NBC compound within the International Broadcast Center at the Salt Lake City Olympic site. Also new this year is Harris Corporation's contribution: photo-realistic 3D venues for fly-throughs created on Harris's RealSiteTM proprietary software, running on an SGI® Onyx® 3200 system. According to SGI senior systems engineer Cynthia Marie Miles, who will lead the on-site 24x7 support team, "The four Onyx2 deskside systems will be used for a variety of applications, including direct-to-air graphics and 3D imagery serving. On the Onyx2 systems, NBC will run Maya 4 for rendering. The two Octane2 workstations are supercharged with the 128MB VPro12, our highest end desktop graphics engine, and will build intros, outros, segment IDs, templates, and 3D animations running Maya 4, which has just been qualified for Octane2." SGI® Origin® 200 servers are being used for the render farm. "After using Silicon Graphics Onyx2 systems at the Sydney 2000 Olympic Games, we decided to ramp up our graphics capabilities with the Octane2 with VPro 12, which offers twice the graphics performance of other desktop visualization systems," said Dr. Philip Paully, director, Graphics Engineering and Operations, NBC Olympics. "The Octane2's high-speed, configurable graphics memory, coupled with Maya 4, allows us to create state-of-the-art broadcast graphics. We are creating a vast array of templates, graphics, and 3D animations that must be available immediately for play out to air. During the Games we will be creating even more graphics, rendering all night. For this mission-critical application, graphics power and digital video capabilities are paramount to our success, and we already know we can depend on the power of SGI." SGI is also working with NBC and Harris Corporation, which has created 3D models of the Olympic venues taken from satellite and aerial photography. Harris' RealSite software has the ability to take in such very high resolution imagery, process the data through their SGI Onyx 3200 visualization system, and create a photo-realistic 3D model. Harris, which started work on the venue models last July, has used the same process only once before for television when it created 3D photo-realistic fly-throughs of New York City, before and after September 11, for MSNBC... sgi.com