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

To: Jim Davison who wrote (4182)	1/23/1998 11:19:00 PM
From: vincent bilotta	Read Replies (1) \| Respond to of 14451

Jim, is it an "insurmountable barrier for a company like SGI" to produce "smaller, cheaper products with thinner margins? is the only path to profitability low volume exclusive products? i believe that SGI has superior intelectual property, and an organization that is a leader in design and the integration of technology. if the faith and will existed, couldn't SGI get to the $40B mark through volume? if $35B of HP's business is printers and comodity boxes, could a company that delivered a product capable of handling several streams of digital media and guts enough to extract useful information from it, delivered at the price point of an ordinary pc, rule? if SGI has engineering superior to all others, which i believe it does, why let weak, modest market share goals hold it back? i'm one of those who believe that the big market is out there, if SGI will go after everyone who can use it, and not just cognicenti geeks who will pay the premium for the best. vincent

To: Jim Davison who wrote (4182)	1/25/1998 9:59:00 AM
From: Larry Brew	Read Replies (1) \| Respond to of 14451

Jim, << sold off 10 % >> I peeled off 20% Friday. It still remains my largest investment but not my largest valuation. I think that probably ='s biggest loser. Somewhere between 15 and 20 per share, depending on how far the momentum can carry it, I'll shed another 20%. I'll then be comfortable with that position. There's too many 'hot tamales' comming down the road with ADSL networking. I'm trying to sideline some SGI cash for the players I'll choose after ComNet. I just can't see sitting on dead money with movers on the horizon. Like you, I expext more layoffs. Also selloffs, as you've probably read on other posts. Enjoy the beach. Not a lot of water here in Jan at 9000 ft. Ice! Larry