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


To: vincent bilotta who wrote (4200)1/26/1998 10:35:00 AM
From: Mathon Dabasir  Read Replies (1) | Respond to of 14451
 
Vincent: Is Mr. Belluzzo "best man" for the gig?

Apparently the marketplace thinks so. Imagine where SGI would trade today
-less- CEO news... 10? 9? Very impressive vote of approval wouldn't you agree?

<imho> Expect wholesale changes -fast-. A new mission statement and total re-org
for openers. Asset sales, new product focus, attitude adjustments across the board. Fundamental stuff. Badly needed. If it doesn't happen... well, let's at least give the
"new guy" a chance to open his lunch pale first before we cast judgements.

<<.. something i would ask Ringo, were i ever given the opportunity.>>

Sorry Vincent, Ringo is very short on words concerning Mr. Belluzzo's fate. "Hmmmm"! is all I can get out of him. You see, Ringo, the shrewd sort that he is,
has now turned his full attention to SGI's options market. By campfire last night we mapped-out our strategy. Selling many PUTs and CALLs -investment insurance if
you will- to our fellow SGI investors and traders alike. Say this for that Ringo, he sure knows how to fatten his change purse <g>.

Mathon

btw Mr. Vincent: Had to postpone search for your PA -quite suddenly- last week. Fallout from White House scandal has created an uneasy atomosphere for even the most -well intentioned- souls like us. Better we wait 'til this thing blows over...