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

To: Ms. Baby Boomer who wrote (10824)	3/29/2003 6:25:22 PM
From: Don Green	Read Replies (1) \| Respond to of 14451

Kookie> Let's see how this pans out for the wallflower at the tin box party these days – good 'ol SGI. I think a SLUG in the a garden of weeds, would be more fitting.

To: Ms. Baby Boomer who wrote (10824)	3/31/2003 1:35:48 PM
From: brushwud	Read Replies (1) \| Respond to of 14451

JUST LIKE HEWLETT PACKARD, SGI appears to be betting its future on Intel's Itanium processor...there's bad news for AMD and its Hammer platform in all of this. SGI has not even been approached by AMD for its Opteron server platform, and Intel's deal is done and dusted. "Done and dusted"? Does that mean down for the count? Intel introduced Itanium years ago and it hasn't caught on. AMD is expected to introduce the Opteron in April, and may well sell more of them by the end of June than Itaniums to date. Sure it's too bad for AMD not to have one more customer, but one has to feel sorry for SGI trying to follow after HP--they won't be viable in that ecological niche. SGI's engineers could get everything they need to design in Opteron from AMD. And it'll be way cheaper than Itanium with more than one version of 64-bit Linux at product introduction. It's SGI who's missing a bet by not making the call.