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

To: David Mosley who wrote (3196)	10/26/1997 1:28:00 PM
From: Esvida	Read Replies (1) \| Respond to of 14451

David, Somehow I have a sense that you've already had the answer before asking your question. The ISVs are important to make a hardware platform valuable. They usually don't have a lot of resources to make their software available everywhere. So, they usually decide where to port based on a lot of things and not the least of which is the market perception of a platform. There is a private company in Boston, recently listed in the top 100 hot emerging companies. When asked to port onto a MIPS platform (not SGI itself) and they politely declined. I don't mean to leap from one particular case to generalize it, but if this is going on pervasively SGI is hopeless in using SERVER as a comebacker tool. I'm not saying that SGI is impossible to comeback. I wish I know that for sure. Instead of gauging to buy, I'd go out and short the hell out of it. -Al

To: David Mosley who wrote (3196)	10/26/1997 2:12:00 PM
From: vincent bilotta	Read Replies (1) \| Respond to of 14451

David Mosley asks:What if SGI wants to stay independent? Can they really recover with a reorganization? if it's really true that SGI has great technology, and all they really lack is a sales and marketing force with experience and track records in the enterprise market, what would it cost to get one? how much to buy IBM or DEC or HP or SUN's enterprise sales and marketing organization? if this is the missing ingredient, how does SGI get one? i think it would take years to build one, and mass conversion of sales and marketing folk who are the best in the world in computational chemistry and Hbomb simulation markets is absurd. only sucessful enterprise computer manufacturers have what SGI needs to move into this server market, and either SGI aquires or builds one from the existing pool (at a cost unimagineable) or the surender to an organisation that has the means to place the goods. oir they could say screw wall street, and be the greatest technology company ever. totally engineering driven, sitting back and being content with having customers who are sophisticated and geeky enough to pay the premium and buck the common.we all know that in a sane and good world, discriminating buyers have their tailors, cigar makers and machinists that are immune to time and are governed only by the demands of even finer craftsmanship. "call SGI and have them fit me up for a workstation, cost be damned." and have them put up a few boxes of those late 97' R12's... vincent

To: David Mosley who wrote (3196)	10/27/1997 12:47:00 AM
From: kormac	Read Replies (1) \| Respond to of 14451

David, Would be kind enough to answer me the following question. I have never before owned shares of a company that is being taken over. We will know today after the bell if this is the case for SGI. Say the offer price is $26. What is the best strategy for me as a shareholder. Is the stock price likely to move to say $25 7/8 That is will it get to within a trading cost of the offer price. Or are there rules that only share holders on record as of today say will be able to sell their shares to the Co taking over SGI. If there is to be stock swap then I suppose it will also be sufficiently attractive that it is best to stay put. Thanks in advance Seppo