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

To: Tim Mak who wrote (3806)	12/17/1997 2:43:00 PM
From: the Druid	Read Replies (1) \| Respond to of 14451

Joining the enemy camp and SGI up only 5/16? It says sth about the diminishing aura of MSFT.

To: Tim Mak who wrote (3806)	12/17/1997 2:59:00 PM
From: vincent bilotta	Read Replies (1) \| Respond to of 14451

Tim, if you look back at SGI's working model, where very far out, over the top, advanced technologies are born in large containers with seven figure sticker prices, and grow down into desktop and then consumer goodies, the future is obvious. now that cellphones and PCs need advanced graphics and I/O and memory models, Paragraph is certainly as stratigic as Cray. the Cray and ASD folks do the prototyping for the Paragraph team. and MIPS puts it all into very dense little packages. SGI has all the components to be THE place where the wildest research gets into everybodys hands, literally. think small, assume bandwidth and density. the unrevealed is only the revenue model and how smart SGI's lawyers have been in the fine print of liscensing. if SGI holds back, erosion will leave them nothing but arrogance. if SGI chooses to take the role of being the primary rescource for graphics and high bandwidth technology for everyone, the pennies comming in will increase geometricly. and the only ones who will be hurt, are those who cherish exclusivity in computational capability. think of homeboys mixing digital video and ILM class effects on portable consumer graphics boxes. the ICs for this are doable now. vincent