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

To: Marcelo Magnasco who wrote (4909)	5/21/1998 3:20:00 PM
From: firefly	Respond to of 14451

Marcelo, you said, "Firefly was saying that we'd still have unix in the top end. I personally see that as deeply wrong. If I can have unix on a 40+K$ box, but I cannot buy a 5K$ box for the grad student." Yes, I did mention all the high-end models but, forgot to mention the O2 which is in the $5k-$7K range. I realize we don't have any products in the $1.5K range running Unix however. you said, "So, it was truly scary to me, that someone like Firefly, who works for SGI apparently, did not get this point, and insists I will still get unix on 80K$+ boxen." Well, I wasn't insisting and I guess I didn't know what your point was until after you replied to me with your reasoning. I simply saw your post which indicated that SGI would lose you as a customer if we only supported NT on the pc. I guess I didn't understand how expanding our product line into the NT space as well as continuing to support our other Unix offerings would make you feel that way. you said, "What some, myself included, see as deeply wrong, is dropping UNIX." SGI is not dropping Unix.

To: Marcelo Magnasco who wrote (4909)	5/24/1998 6:35:00 AM
From: Thomas A Watson	Read Replies (1) \| Respond to of 14451

Well apple also has a loyal following. I Think SGI has the best unix. But I is a small (maybe) minority. Sun's darwin defines a unix box price that SGI cannot compete with. As Intel processor's get faster and faster, even clunky NT can run more and more engineering applications that were formally the realm of unix. Nasa is funding the development of Linux opengl driver's for, well I don't have the name of card in front of me. Anyway It seems SGI faces an erosion of unique value status and very stiff pricing competition from many competitor's with deeper pockets. And based on the last week of SGI trading, it looks like Rocket man is perceived to have leaky o'rings. Any way that's the dismal perspective from me. Oh boy! I've got a 9K margin call. Ain't life a bitch. Remember, An Intel processor is a terrible thing to infect with a borg virus unless it resides in a system built by SGI in Mexico.