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

To: Jim Davison who wrote (3834)	12/19/1997 1:10:00 AM
From: Brad Zelnick	Read Replies (1) \| Respond to of 14451

Hey folks, if you think SGI has a business left, they're running a blue light special. You should buy stocks the same way you buy groceries, load up when they go on sale. Don't use margin, and don't use money that you can't tie up for 12-18 months. Frankly, who cares if buyers don't return until next year? I only care that the company is run right. It's hard to tell that with a tech. I like 15-20% per year return. Whether I get it at the beginning, or the end, I don't care. Andy Grove said that he wants to capture the eyeballs. IMHO that's exactly what SGI does. Take a look at those IDC year end predictions. SGI does well all those things that are predicted to occur. They need to execute. See you in six months.

To: Jim Davison who wrote (3834)	12/19/1997 1:11:00 AM
From: Mathon Dabasir	Read Replies (1) \| Respond to of 14451

<<I haven't sold a share in a long time (worse luck!) --JD>> JD, unsolicited advice from "Mathon what's his name"... Sell your SGI now (and realize a nice tax loss for '97). Then immediately flip into a stronger issue in the same group like HP for the next 30 days. If the tech sector breaks out inside the next 30 days you're riding HP, which <btw> has been doing quite well actually. You can buy your SGI back come day 31, if you want more pain (...sorry). What? You think SGI might pop by then? Then buy some SGI calls as an upside hedge. Just a thought. And all in my humble opinion naturally. Mathon DABASIR Disclaimer: Mathon Dabasir is refered to by many on this thread as a brain dead, chart gazing, heretic. Therefore, nothing he blurts out should be interpreted as investment advice by even the most greenest of green investors.

To: Jim Davison who wrote (3834)	12/19/1997 9:02:00 AM
From: Larry Brew	Respond to of 14451

Jim, << bounce up in Jan >> I bought this block with the intent of a Jan bounce. It really streached me thin, but my portfolio is so beaten I know the market can't bounce to those current high levels I paid. Looked good then! Old contacts I have at TXN say they're working straight through to New Years Day, with only Christmas day off. They have a strong current backlog, want to meet 97 numbers, but see slowing from Jan. These are the mixed signal / DSP division side. I think 98 is going to be a tough year. Products supported by mixed signal/dsp are Networking, pc video and sound, telecom, dd's, other a/d and d/a products. Happy holidays. I'll be leaving for Dallas for the holidays tomorrow. Larry