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Technology Stocks : Data General Corp. "dgn" -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (142)	10/31/1997 6:20:00 PM
From: Mike Chen	Respond to of 354

Isn't it amazing how stale the journalism in the Wall Street Journal is these days? This article is essentially all shovelware. All cut and paste from the past and the net. I guess these hacks get paid by the inch. Some one needs to visit DGN and ask them "how's business?" Last time I did that some Clariion engineers convinced me to buy, and I'm delighted. These analysts are idiots. They live in stuffy glass cubes. All the server Cos slowed last quarter, they'll be back next. The web is gettin' better and better. Can you imagine business not on the web? Well, most of them aren't really there yet. You can still buy this stuff with impunity.

To: David Lawrence who wrote (142)	10/31/1997 9:54:00 PM
From: Geoffrey	Read Replies (1) \| Respond to of 354

I agree, that article is bad. Data General has rebuilt its business from scratch. The transition to Intel-based processors is complete, and has been for about one « year. At work we are using an Intel-based Aviion, and have been for one year. The question about NT verus Unix, is one of an operating systems. The computer hardware is the same. The Clariion slowdown is likely the same problem Seagate is having. Clariion is basically a high end disk system. The article should have pointed out that Aviion and Clariion have grown to « billion dollars each, in sales per year. The article did not even mention NUMA, this technology has great potential. The article should have mentioned how competitive Data General's pricing can be in the heat of a battle. What about Data General's balance sheet and nine quarters of earnings growth. The future for Aviion and Clariion is exciting. Data General is in the right market. The following points are where the market will grow in the future and Data General is ready. 1 - Data warehousing. 2 - The conversion from mainframes to client / server. 3 - Internet applications requiring both CPU power and disk storage. 4 - Thin client / Network computers. The article needed to report the future not the past. I wonder if the reporter even called Data General to talk to the CEO or CFO. I'm long Data General and will wait this one out.