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

To: Jim Davison who wrote (5184)	9/30/1998 9:22:00 AM
From: Don Green	Read Replies (1) \| Respond to of 14451

HEWLETT PACKARD CO will introduce new "visualization" computers, paving its entry into a high-end market held almost exclusively by SILICON GRAPHICS INC. The new machines will perform the complex calculations required in detailed simulations like automobile crash tests. HP said they will cost between $260,000 and $470,000, or about half the price of a comparable Silicon Graphics machine. It said the difference in cost reflects the underlying technology. "We are using standard workstation technology. Our competitor Silicon Graphics uses comparatively high-end technology," explained Barry Crume, Product Marketing Manager at HP's Workstation Systems division. (Reuters 07:57 PM ET 09/28/98)

To: Jim Davison who wrote (5184)	9/30/1998 2:31:00 PM
From: Greg Jung	Respond to of 14451

Your point about MIPS (and the percentage of its current value embedded in SGI's value) scared me most about SGI. MIPS is probably destined for $6/share once it matures a bit. Where does that leave SGI? Sure they have $7/share(?) cash but that dwindles to zero before it gets distributed. The NT strategy is in the hands of Intel (Merced delays) and Microsoft (NT 5.0 delays). They've boarded a train but they don't have a clue of the schedule or destination. Greg