Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Thomas A Watson who wrote (9965)	4/29/2002 10:00:01 AM
From: Thomas A Watson	Read Replies (2) \| Respond to of 14451

The forthcoming of the hidden power (1) by: this_sun_is_rising_fast who is this masked Man Long-Term Sentiment: Strong Buy 04/27/02 04:44 am Msg: 95450 of 95503 to crush the competition. biz.yahoo.com McKinley will be on the market at mid year. SGI's Linux/Intel line of servers are, I believe, to be on the market by August/September. It will be a full range of IA-64 Linux products. The Linux/Intel architecture has already been done. The subsystems also have already been done. All the architectural designs are drawn from what SGI has done on the MIPS Irix side. It's just like doing the same puzzle game a second time, costing effectively no significant amount of R&D. Now about the SGI proprietary NUMA architecture. Some analysts said about two years ago that servers may some day need to use NUMA technology to continue to scale in order to keep up with the rate of computing speed advances. It is therefore my belief that NUMA technology will be available across most of this new Linux/Intel product line, and that NUMA will also be licensed to other OEMs. Mr.Bishop once mentioned in a conference call that they will be able to scale up to 3,000 processors within a single system architecture. We are not talking about clustering of processors, which understandably, every major computer company knows how to do. Right now, essentially, SGI is the only place for the competition to look for the NUMA performance and scalability going forward. So, as I said before, the one who desires to sit on top of the world, to become the king of IT suppliers, will have to grasp this piece of crown jewel as soon as it is still available. Impact on Revenue: The new Linux/Intel server line will be moving toward the Internet, and will also help shaping up the next Internet. The next-generation Internet content will be like, in Bishop words as quoted, "the video game environment extended over the Internet with multiple players." According to Bishop, "That kind of content is very sophisticated, involving high-speed access to big databases. We are ready to deliver that with our new architecture." My conclusion is NUMA will be on Linux/Intel, and the SGI Linux/Intel architecture will be able for scaling up to 3,000 Itanium processors. The Internet phenomenon in the last decade had pushed almost all technology stocks (particularly those non brick-and-mortar purely internet startups) to sky high. After those many years of Internet Mania, things were finally settling down, so as the stock prices of those companies. Now the second wave of entrants to the participation of the next internet buildup will only see the highly qualified with the real technologies and capabilities to demonstrate and compete. SGI will be one. And it will be the one that stands above the crowd. I have said that SGI will be worth $50 in three years. I still truly believe that. Give it just about three years. We are already seeing the rapid growth of cash on the balance sheet. From 120 million as of December 2001, to 172 million as of March 29, 2002 plus the tax refund from Government of 30 million received in April. That means we now have $202 million cash and cash equivalent. The second half of this calender year will be full of events for SGI. Now think about it. What if the company make another operating profit in this Q4 (ending June). In summary: SGI will not allow itself to just vanish. (As it is one of the few that can help provide a blanket of security across the country.) The room for its stock price to go further down is relatively non-existent. Perhaps, dime or nicket, or at most a dollar. It is actually nothing if we hold it and let it spring up in the intermediate or preferably a little longer term. Look at some of other assets of SGI: 1] Bishop said they have a unique storage capability being taken to the OEM channel. It means licensing royalties, a continuous stream of revenue. 2] Alias/Wavefront

To: Thomas A Watson who wrote (9965)	4/29/2002 8:26:05 PM
From: Jane Hafker	Read Replies (3) \| Respond to of 14451

Tom, I'll ask again if you or anyone has heard rumor/fact on oil exploration activity and SGI's recent presentations, as per posted news dicussed here. No followup other than the immediate, and anticipated, negative response by Green. No one else here seems to be following the oil patch connection, and I just wonder if SGI would not figure into the much expected Caspian sea ventures, as well as our own offshore projects. If not, who could do it better? If you have a view I would love to hear it. Thanks.