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

To: Esvida who wrote (3190)	10/25/1997 7:00:00 PM
From: Don Green	Read Replies (1) \| Respond to of 14451

APPLE/SGI-CRAY/Pixar all under Steve Jobs? Just a pipe dream GE, is a player with deep pockets. They own NBC and work with Microsoft. The were once a computer player. I think Cray is actually a prize not a burden, excpet for non-U.S. players. I think SGI bought Cray, for the R&D not the product line. The problem with SGI is MARKETING. If a lot of people were to get canned, to me it would have to be marketing, they must take a lot of blame beisdes the CEO.. I mentioned Apple, only becuase they are also expected to have a big announcment. also Monday. I am heavily investment in both. I figure that you take Jobs as new CEO of a combined Apple/SGI/Pixar, you might have an interesting company.? A lot of creative minds, all in the same neighborhood. Just a thought not likely but would be interesting. Don Green Seattle

To: Esvida who wrote (3190)	10/25/1997 8:06:00 PM
From: Justin Banks	Read Replies (1) \| Respond to of 14451

AILe If merging MIPS and SPARC is easy, I think Karl has a very good point in selling MIPS and then merge with Sun. Merging MIPS with SPARC wouldn't be easy. The arch. just aren't that similar. The compiler technology is completely different, AFAIK. Several things are worth noting here. MIPS is a much more successful chip arch. than Sparc is. Sparc has lately been selling vapor. A 600mhz CPU is about as likely to come out of Sun in the next year as MSFT is to be bought by Netscape. Not too long, and the 300Mhz R12k will appear, with specInt numbers comparable to 600mhz Alpha, and specFP numbers better than 600mhz Alpha. I'm not saying SGI won't sell MIPS, but the idea that MIPS is 'luggage' or 'baggage' is stupid. I believe the cultures of Sun and SGI are very compatible. You're stoned. Quite a few present SGI employees are past Sun employees that couldn't stand the dictatorial bureaucracy at Sun. Sun management would get rocks thrown at them at SGI. Merging with Apple is almost a Seinfeld thought. Here, we agree. -justinb