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

To: Thomas A Watson who wrote (4180)	1/23/1998 10:32:00 PM
From: vincent bilotta	Read Replies (1) \| Respond to of 14451

where do bizarre misunderstandings come from? biz.yahoo.com "To stay in business, Silicon Graphics said last year that it planned to phase out its proprietary computers and begin making machines based on PC technology." and SGI has never had an improper relationship with a customer... vincent

To: Thomas A Watson who wrote (4180)	1/23/1998 10:36:00 PM
From: Jim Davison	Read Replies (2) \| Respond to of 14451

I sold about 10% of my position today -- shares I picked up a few weeks ago. This is noteworthy for being the first time in years I have sold any SGI. I am pleased by the new CEO. However, I was disappointed by the earnings results, since this confirms that the "O" series machines really never did catch fire the way I hoped they would six months ago. It's hard to predict a really good next quarter, and it could take years to really turn SGI around. The trend in machines is toward smaller, cheaper and thinner margins -- a nearly insurmountable barrier for a company like SGI. However, I still think they are well positioned -- especially for the revolution in video servers once some fat data pipelines start being widely available to consumers. I now feel the worst news is probably behind us. I retain SGI as the biggest item in my portfolio. Now I'm off to the beach! Good luck to all, even you Mathon Davison. --JD