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

To: Mathon Dabasir who wrote (3895)	12/29/1997 6:31:00 PM
From: Mahmoud Hussein	Read Replies (1) \| Respond to of 14451

Mathon, Re: how much revenue does SGI make in yearly OpenGL licenses? SGI does not break that out but I am sure it is insignificant to the bottom line. The money is made by selling hardware that runs OpenGL very well. >Intergraph is coming-on very strong. Watch-out for that Digital/Megatech merger in '98 too.< INGR has been coming on for a long time. When will it arrive? Are you invested in INGR? Good Luck if you are. >Loyal customer base??? Surely you jest! Try a customer base loyal to excellent products yes, but -held hostage- to extremely high ownership costs (hw, sw, maintenance, training, upgrades, etc.) and -jumping ship- first chance it gets to better price/performance NT technology. < I guess I don't understand how they were held hostage if SGI did not have a monopoly in GFX? I thought the prices were fairly standard across the industry and dictated by the marketplace. The NT price/performance is better because of the recent volume availability of Applications and hardware affording a lower price. SGI will benefit from that when it offers the NT based solution. > SGI -BLEW- its lead in CAD hw (see loyal customer base) at the same time it failed to conquer new low-end markets. You're right, SGI did enable the 3D market. Then they tapped it dry.< The new low-end markets have just recently been coming on strong and SGI has announced it will offer a product in that space shortly. > Bottom-line: JC had THE PLAN seven years ago. He bailed. It's been downhill for SGI since. <imho>.< Not sure what the details of THE PLAN was but if it was as good as you seem to think, why was JC not able to convince the board? Regards. Mahmoud.