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

To: JC who wrote (3553)	11/15/1997 1:48:00 PM
From: Esvida	Read Replies (1) \| Respond to of 14451

1. Margin is a dynamic beast. There's no big brother upstair dictating what a margin should be fixed at. It'll change with more market entrants. 2. If it's easy, what's the barrier for more entrants and their impacts on margin? 3. I take your words on the great promotional stuff. I raised this point before, but here it is again. Should SGI remain a niche player? If not, please look to Toyota, Honda and the likes for a car manufacturer analogy. The publicity SGI got according to a lot analysts was a double-edge sword. There are F1000 companies out there think that as a rule if one buys an SGI box for business processing, one overpays for all the glitzy features one does not need. 3. continued. I don't know how true, but I have been told that the whole Toy Story was not rendered on SGI boxes (I myself thought it was). Publicity is one thing, but down-to-earth work is another. Only that latter one brings home the bread. Regards, -Al