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

To: Sultan who wrote (4029)	1/15/1998 1:24:00 AM
From: pass pass	Read Replies (1) \| Respond to of 14451

All, if SGI is so good at computer graphic, why isn't it active at all in the current PC/TV convergence hype? Is the management that blind and uninformed? Why is it taking them so long to get a new CEO? BTW, Sultan, even after that 20% jump, MUEI still has lower P/S and P/E ratios than SGI does.

To: Sultan who wrote (4029)	1/15/1998 12:23:00 PM
From: Mathon Dabasir	Read Replies (1) \| Respond to of 14451

>>You certainly seem to be having fun on this thread.<< Sultan, I'm on -strict- doctor's orders to have fun. Helps my immune system especially in stressful environs like this thread!;) >>Do you have a position on SGI? If not, what will it take to take a position?<< Held a position in SGI from IPO to Summer '95. Sold when CO strategy got too complicated for my camel trader brain to rationalize. i.e. Like when they bought Alias -AND- Wavefront, two application -sw- companies mind you. And tremendously overpaid for them at that! How -crass- can they get?? Well, I didn't want to find out while they were on my dime. Good thing, as they went on to buy Cray!?! Cray??? Slap me Sultan! Then tell me how absorbing a has been, zero growth, mainframe builder, in a post cold war economy helps a nimble workstation/server company who's mission to date had been to 86 these guys?!?!? Meanwhile in '95, you see SGI management stand-up at major tradeshows denouncing Windows, NT et al, building opulent HQ digs, ornamenting their employees (all 7,000) with $1200 watches and flying half of them to Hawaii and/or other exotic destinations each year so they can tell each other how great they are, and overall, throwing cash around and acting in self aggrandizing ways. Ah, but those were the high margin salad days. When selling IRIX anything was easier than printing money. How quickly times change. Now it's back to basics -or die- which <imho> means finding out who your customers are? what they need? why they need it? and providing it to them for less money and more horsepower than they expected. >>...what will it take to take a position?<< Fundamental changes. Very interested in who the new CEO will be, including his/her plan, a 100% refocus on building a hot workstation and server business. Divestiture of all bagage not in-line with growing that business. Oh yes, plus expensive watches and free trips to Hawaii for all their favorite -customers- and/or -resellers-. >>By the way, in terms of CEO, checkout MUEI. They just hired a well known name as COO, stock get upgraded on that basis<< Yes, I caught that yesterday. Looking at MUEI quite closely as well as AAPL. How relevant are they to SGI's saga? Very debatable. Mathon