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

To: Mike Denman who wrote (5229)	10/13/1998 3:47:00 AM
From: Jim Davison	Read Replies (1) \| Respond to of 14451

Bill -- You have been posting on this thread for years -- and getting progressively skeptical about SGI! If I remember correctly, you even visited the campus, and your optimism began to deteriorate. I agree that SGI only looks good right now if you turn the graph upside down. I think you are correct that engineering purists have steered SGI down a rather non-profitable course. However -- policy comes from the top and Rick Bozo -- oops, Belluzzo -- injects a different philosophy into SGI that hopefully help it steer clear of previous pitfalls. I guess my main gripe is that it has taken SOOOOO LOOOONG to develop an NT machine. Instead of the "Visual PC" they should name this thing "The Glacier." I feel like I've been waiting for this thing since the beginning of the Holocene. I have been playing SGI like Hemmingway's canny fisherman trying to land the big swordfish. Play out the line, wait, and draw it in a little. When it runs away, let the line spin out. I have been whittling my average down. I think I have now lost only about half my money. Maybe the fishing line broke a while back, and maybe she's almost in the net. I think a moment of truth is coming with this quarter -- it's time to whip the cloth off and show off that hotrod windows machine. We already have the fancy flat-panel monitor. (I think SGI announced that early to take some of the shine of IBM's big announcement) If we can limp through this quarter without any big casualties then the stock should only go up from here. We will see if SGI has changed its spots when we see that $20 million ad campaign. --JD