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

To: Paul Jamerson who wrote (3425)	11/3/1997 1:18:00 AM
From: Mike Chen	Read Replies (1) \| Respond to of 14451

Paul Jamerson: >>If the company doesn't generate enough return, I dump it.<< I'm curious about how much "return" you ask for? Do you have benchmarks or criteria? For instance you like Intel very much. What kind of return does an Intel have? What is its free cash flow? Do you ask for return over time, or do you jump in and out? Mike

To: Paul Jamerson who wrote (3425)	11/3/1997 6:19:00 PM
From: Justin Banks	Read Replies (2) \| Respond to of 14451

Paul - I'm not trying to take anything out on you. Just trying to counter some of your ridiculous anti-SGI statements. I get the feeling that if you had your way, you'd have SGI sell MIPS and Cray after abandoning the deskop. What products are left? We've got a lock on the super business, the graphics business, and have real aspirations for the game console and settop box business, not to mention our future desktop products. I don't understand your apparent hatred for SGI. If you don't like it, fine. Sell. if the company doesn't generate enough return, I dump it. Sgi is one of those companies and Intel is not. I absoltively posolutely guarantee that I've made more money with SGI than you've made with INTC, on a percentage basis. Owning (and trading) SGI stock has been very good to me. It's not my fault you've lost your shirt recently on INTC. Perhaps someday you'll learn not to let your investment decisions be ruled by marketing and FUD. -justinb