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To: jd who wrote (14122)	5/28/1998 1:17:00 PM
From: Doug Skrypek	Read Replies (2) \| Respond to of 17305

jd: I have been a long time follower of SGI and I have the following opinion(s): 1. The parts are greater than the whole. SGI's spinoff of MIPS and sale/spinoff of COSMO will generate a substantial chunk of cash for SGI and relieve them of the R&D burden of carrying both of these divisions. 2. New management. Rocket Rick knows how Wall Street works and he will deliver the goods, but he needs 2 qtrs IMO. 3. Book value. Somewhere between $9-10 a share should keep a solid floor on the price. 4. New products and more competitive prices on older models. My strategy. Short Aug and Nov puts 12 1/2 and 10 strikes. Hope I have helped. DS

To: jd who wrote (14122)	5/28/1998 2:11:00 PM
From: Andrew Vance	Respond to of 17305

AV--I happen to like SGI but the market pundits seem to disagree. The do have a quality product that is very well received by the users I know. At far as the 2-4 month timeframe, I would have to say it looks good only because you gave me the 4th month, September.<GGG> I think we will have a traditional Summer doldrums in this sector like we have had in the past. I hope I am in error but it is still the opinion that I hold. I have positioned myself for the long haul and for the short term rally if it comes. However, I am not "fully" invested so any rally will not be greeted with empty pockets or a bucketload of margin. I have turned conservative for the time being and am content in holding and averaging down on some selected tech shares. And for the record, since I did not mention it in the MASK reply, I have added ETEC to my universe, it is on radar, and I am looking for a nice entry point for a small "taste" of this stock. Andrew