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

To: Bill Holtzman who wrote (3709)	12/5/1997 10:33:00 PM
From: Brad Zelnick	Read Replies (1) \| Respond to of 14451

Someone could call Investor Relations to ask if this is Company buying its own shares. I would suspect that the drift below 13 was from Tax selling. Most of the tax selling should be over by now. In fact this is exactly the time of year that I do my January Effect buying. I very much appreciate the way the price was reduced. Frankly, I just don't see much, if any, risk at these prices. Back out depreciation and you'll see there isn't any cash burn. Hack out a little R+D and profits will appear. I suspect that revenue levels, not the bottom line will influence near-term stock price. Is there a yearly option pricing time?

To: Bill Holtzman who wrote (3709)	12/5/1997 11:19:00 PM
From: Mathon Dabasir	Read Replies (1) \| Respond to of 14451

Bill: Fund ownership of SGI still relatively high. Like you, I thought most fund managers would totally dump SGI per its last (Kato-like) ambush. Not so. After a little digging around, I found when compared to two similar companies in its group (HP and DEC), fund-owned shares of SGI (28%) are currently almost double the other two. HP is 13%. DEC is 16%. Banks own another 10% of SGI shares, compared to HP @18% and DEC @5%. Another revealing stat: Shares owned by management. SGI @6%, HP @13%, DEC @1%. What this tells me is that many institutions (funds & banks) are indeed still hanging-on to SGI. And so are a lot of SGI employees. No doubt they're betting on a turnaround. It also explains SGI's relatively high PE of 30 at its current $14/15 per share. Again, high compared to HP and DEC who are both doing -well-. Draw your own conclusions. Many big players are still in this stock. Mathon Disclaimer: Above information was gleaned from several campfire chats with fellow camel traders during a recent trek across the Sahara. Its accuracy should therefore be immediately suspect and should not be used as a basis for investment decisions of any kind.

To: Bill Holtzman who wrote (3709)	12/5/1997 11:37:00 PM
From: Larry Brew	Read Replies (1) \| Respond to of 14451

Bill, << company makes stock price a steal today >> I don't believe it for a minute. SGI can only penetrate new markets. Little business can be stolen from pre-existing customer/client relationships. Development is usually input from both ends after strategies are identified as SUN /TI workstations could have been over the years they elvolved. Other cad/cam suppliers too. It's going to take one hellava CEO to make SGI the standard server/ workstation name, but if he can, it's :-) time for stockholders. Think big, think changes, think business. Larry --- o.k. take it apart -- :-) :-)