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

To: John M. Zulauf who wrote (3213)	10/27/1997 1:58:00 PM
From: vincent bilotta	Respond to of 14451

John, i still think that the only thing missing from SGI's sucess is an enterprise sales and marketing organisation that has an existing field force that's on intimate terms with those MIS and computer services VPs in banking and services where the servers are to be sold.another company without a strong presence in these markets brings nothing to help the situation. DEC, IBM, HP and Sun have focused for decades on wooing and courting financial sector sales, in NY, SGI has treated this market lightly. Sun, IBM, DEC and HP have made the current generation of IS mgmt, and there are strong bonds, and solid infrastructures. displacing this with "superior technology" won't happen. it takes a long process of backscratching to get in. and i totally rule out a foregn company storming it's way in, no matter how good it's technology. lastly, Intel is in a business where the only value of SGI is to break it up and commoditise it's components for resale to other manufacturers. it won't kill it's golden goose by competing with it's customers. vincent