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

To: Justin Banks who wrote (4877)	5/15/1998 11:25:00 AM
From: Paul Jamerson	Respond to of 14451

You'reright. Their action to keep using MIPS processor three years ago spoke volumes for SGI then. I predict that Cray will be sold and SGI will begin to look for a bidder.

To: Justin Banks who wrote (4877)	5/15/1998 1:09:00 PM
From: Patrick Gainer	Respond to of 14451

You are arguing tactically when this discussion is strategic. The point being made here is that SGI bought Cray for the wrong reasons. Technical computing was not a market with any serious growth. Cray was not a fabulously healthy company. They had a bunch of unrelated, confusing and divergent products. SGI was winning in the technical market without buying Cray. Finally, SGI ignored the computing market where the most money was because their butthead CEO didn't think commercial computing was cool. Over the past 3 years the computer market has grown enormously and SGI has shrunk, due in large part to the stupid policies and directions set by senior mgmt, of which buying Cray was a symptom. And I know exactly how much Cray contributed to the Origin line as I worked in System Software at SGI during the time the Origin was developed. Pat