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

To: david wolf who wrote (4721)	4/16/1998 6:59:00 PM
From: James F. Hopkins	Read Replies (1) \| Respond to of 14451

David; Re> waiting to jump in when the euphoria fades. << golly I haven't seen much euphoria..yet..down again today..and my real time is showing a 13-3/4 bid.. How low low will she go ? Jim

To: david wolf who wrote (4721)	4/17/1998 10:03:00 PM
From: Kashish King	Read Replies (3) \| Respond to of 14451

''What you'll see us doing is taking our $25,000 or $35,000 graphics and moving them down into $3,500 or $4,000 (PCs) by the end of the year,'' Robert Ewald, executive vice president of computer systems at Silicon Graphics, said. They're spending millions to move re-architecture highly optimized graphics software for PCs and losing upwards of 80% of their pricing power. Hard to see this as creating shareholder value but I suppose the alternative was certain extinction -- how ironic. Could be a run-of-the-mill billion dollar company in no time. If they drop below that the funds will be heading for the exists, big time. They have a huge opportunity in front of them in terms of interactive content creation based on standards like VRML and Java. They won't be able to capitalize on that market to the extent that Microsoft gets involved and to the extent that they adopt the truly tragic and brittle hack embodied in Microsoft's COM technology. I suppose to the average company officer, CEOs included, component technologies make their eyes glaze over. That's unfortunate because Microsoft's is just the definition of an ugly hack by some very untalented software people with no appreciation for the massive business benefits of distributed and truly object-oriented software. The reason is simple: there is only one practical OS choice and it suited Microsoft fine to subject developers to pure crap knowing that a) that's about all they [Microsoft] were capable of, and b) they [Microsoft] would then have the upper hand in getting something they could at least get working out the door. Very sad situation.