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

To: Eli Lauris who wrote (4612)	3/31/1998 12:26:00 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 14451

It was interesting. I don't understand how the group formerly known as Cray fits with a strategy in which Belluzzo will "continue to try to commoditize the SGI product line with more industry standard components." JMHO.

To: Eli Lauris who wrote (4612)	3/31/1998 7:15:00 AM
From: doug5y	Read Replies (1) \| Respond to of 14451

Have we achieved all the initial conditions of a "super stock" yet? Last year around this time there was a great debate raging on this thread about SGI's status as a "super stock" as defined by Fisher. After reading the VARBusiness magazine article - with the remarks about getting the stock price up to $40 - SGI must be closer than ever to being a potential "super stock". ( PSR of 0.7 at the moment according to Yahoo ). Long SGI - and in for the long haul.

To: Eli Lauris who wrote (4612)	3/31/1998 10:15:00 AM
From: Alexis Cousein	Respond to of 14451

> SGI will spend less time trying to crack > established markets where Sun and other competitors > have won big, such as complex enterprise resource > planning applications from Bahn, PeopleSoft and > SAP. I wouldn't bet on it (nor would I believe anyone who can't even spell the names of the companies he purports to 'know' ). Baan, for one -- I'm not sure these Dutch will like the German-like miss-spelling--, is extremely pleased at the performance of their software on Origin platforms, and I'm sure both SGI and Baan are looking at opportunities there. Whether SGI will penetrate all potential ERP customers, regardless of their political bias towards certain vendors, from the start, is another matter; I expect SGI to start in fringes of that market that are more open than others, or ERP segments close to traditional SGI markets, but note the use of the word 'start'.