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

To: Thomas A Watson who wrote (5398)12/14/1998 11:35:00 PM
From: Jim Davison  Read Replies (2) | Respond to of 14451
 
I believe SGI will significantly beat expectations in winning the NT workstation market. In fact -- I think the "workstation NT market" has been an oxymoron -- the two were mutually exclusive! Until now. SGI's new contribution will reinforce NT and absolutely kill UNIX at the low end -- including, I'm sorry, LINUX. I know we all are secretly rooting for UNIX, but the fact is that a terrific, fast box that will run the popular WINDOWS platform will be snapped up right off the assembly line. Also -- the sweet spot in the product cycle is when you have the thing they want at the only price in town. Spelled S-G-I. This morning I sold almost all my holdings except for SGI, and I was gratified to see SGI hold the line when everything else dropped. I figure the impeachment scandal is good for a 1500 point drop on the DJIA. (Those Republicans don't give up easy.) SGI is way below fair value. This new product launch has been planned for years. I think it will be sublime. --JD



To: Thomas A Watson who wrote (5398)12/16/1998 12:26:00 PM
From: Alexis Cousein  Read Replies (3) | Respond to of 14451
 
> Looks like quad Xeons can be sold at 3K.

I'd be interested to know where you can get a Quad Xeon at 3K (with the four Xeons installed) Any pointers? And how is the price of the machine inferior to the pricing of the Xeon chips in it?

Of course, I'd prefer it with the 2MB L2 cache Xeons that everyone is using in the impressive benchmarks -- and at that 3K price.


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