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

To: Klaus B. Biggers who wrote (3468)	11/6/1997 5:47:00 PM
From: Gregg Glogowski	Respond to of 14451

Hey -klaus, go short. We need liquidity down in here. I happen to think that it is a pretty decent investment at this price. If you can jawbone it down, that's great. Drive it down to book value. The dollars go farther. Now if you happen to have juicy factiods. Hmmm! But your opinions, keep 'em coming, and remember short this guy we need supply. Greg G

To: Klaus B. Biggers who wrote (3468)	11/6/1997 6:18:00 PM
From: Justin Banks	Read Replies (2) \| Respond to of 14451

Klaus - Usually the employees of successful companies believe that the product they are delivering is the best out there, not just an inferior product that the customer thinks he wants. Our hardware is the best on the planet. Has been for years. NT (which is not our product), is not the best OS for most uses. It's adequate for some. SGI's challenge is to deliver the best hardware and applications in the NT marketplace. The OS isn't our business with respect to this particular product, other than to bring SGI strengths to a market space that has traditionally been sorely lacking in them. I sincerly hope that MSFT improves NT in version 5, in order to take advantage of our hardware. -justinb

To: Klaus B. Biggers who wrote (3468)	11/6/1997 6:58:00 PM
From: John M. Zulauf	Read Replies (5) \| Respond to of 14451

Klaus, you're misrepresnting Justin's comments Klaus wrote: > I haven't ever really heard the sales pitch that "well, > it's poor technology, it's unstable, and the performance > sucks, but you want it, we'll sell it to you." First my belief (and I'm sure Justin's) is that any NT product SGI builds will be of the best quality, rich technology, and excellent performance for the market space it's in. It may be that we are unhappy with the quality of the operating system from Microsoft (it may be), but that is the user's choice, the user's voice, and the user's perogative. SGI has built for years machines no won else could touch and created the market that made 3D workstation de riguer (sp?) as part of the creative and design process. Moore's law has caught up with them, and now what once could be done only for $100,000+ can be done for ~ $5,000. A that price point, the masses get involved, masses of buyers, and masses of ISV's -- and those masses have chosen NT -- oh, well. I may not like it, you may not like it, but there it is. You can't sell hamburgers to vegetarians. My guess is that SGI will be provide more and better choices for that 3D desktop space. SGI has a deep understanding of the user's needs and the underlying technology. Given that I find it difficult to believe that SGI's NT market product (whatever it is) will not be extremely well received. Now, can SGI execute, market etc. -- that's the $64 question, and one the next CEO will answer -- anybody got Jim Clark's phone number? unofficially as always john