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

To: V Lakshman who wrote (4695)	4/14/1998 3:07:00 PM
From: Doug Skrypek	Respond to of 14451

SGI will drive prices of their WINTEL machines lower by not having to carry the R&D weight of MIPS and by having the machines manufactured by sub-contractors. I still believe Alias\|Wavefront/Cosmos will eventually be spun off as well, as for Cray I don't see this happening. In the case of SGI the parts are greater than the sum: The value of SGI(hardware, including Cray), Alias\|Wavefront/Cosmos/Paragraph(software), and MIPS is worth more than $16 a share. The managers of these groups will be under the gun to perform now under Belluzzo, and accountable for P&L, if they don't perform they will be history...That should start to stoke the fires in Mountain View.