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: Deep Six who wrote (3318)	10/29/1997 10:35:00 PM
From: John M. Zulauf	Read Replies (2) \| Respond to of 14451

> NT/Intel combo is hurting SGI.It looks like you have no defense? Well if you listened carefully at the stockholders meeting you would have heard Ed McCracken say about NT/Intel -- we have to be MS and Intel's friend, not competitor. Essentially a "if you can't beat 'em join 'em" position -- with SGI on both MIPS and INTEL, on both UNIX and NT. He specifically declined to comment on products or plans but said that whatever NT/Intel strategy the would be in place would NOT impact FY98 revenues, but would strongly impact FY '99 revenues and beyond. (with of course the usual "forward-looking statements with risks, and you results may vary disclaimers). Unofficially, john

To: Deep Six who wrote (3318)	10/30/1997 1:23:00 AM
From: Paul Jamerson	Read Replies (2) \| Respond to of 14451

The NT boxes have been hurting SGI more and more. We're begining to see a company in transition. Here are my opinions and predictions. SGI will make it through this crisis, but the company will come back smaller and with less growth, until the NT transition is complete. MTI is history, the processor under development will be the first to be cut (tomorrow). SGI will go with Merced (Intel) SGI will make an attempt to compete in the low end, but it is unlikely it will succeed. Eventually, SGI will sell Cray, allowing NEC (or any japanese company) to purchase it. Cray was a bad purchase in the first place. I'm sure Mr. Banks will have an opinion on this prediction. As for the stock price, it will stay arount $12 - $20. It may go up tomorrow because of the lower expense from layoffs and Ed resigning. My prediction is it will go up.