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

To: Thomas A Watson who wrote (5477)	1/6/1999 2:17:00 AM
From: Jim Davison	Read Replies (1) \| Respond to of 14451

APPLE USES OPENGL. Well, SGI has it all now. Apple, Linux and Microsoft all eating out of its hand. I guess hardware rules, after all. I have a real good feeling these last two days. Like the first drink of wine with the whole bottle to go. Unfortunately I will be in the Bahamas next week during the big release of the VPC, but I guess I am a dyed-in-the-wool long (whatever that means) and wouldn't sell on day moves anyway. Mathon -- sorry you don't support US foreign policy. Glad you like our computers anyway. --JD

To: Thomas A Watson who wrote (5477)	1/6/1999 11:21:00 AM
From: LauA	Read Replies (1) \| Respond to of 14451

Mr. Watson - Penguin master, I presume. Your NINE buy, if you indeed did 54K was provocative. One thing that had bothered me about the 1600 was that it did not support Mac. Oops, I forgot about Mac World - the obvious time to announce it. So I went back and revisited my NINE stuff. In the 10Q I found that cutsy little sentence that said that NINE would run out of cash this year. Coupled with the little throw-away that their current bank was not going to renew its line of credit, I became lightheaded. So then I relooked at their SGI deal: loan -> warrants -> Preferred Stock. Aah! 26% equity stake, with the rights to go to ~30% {via Preferred, get it?} If things don't go good - ie,if the customers who have fled NINE don't return, and their entire revenue stream is the 50,000 monitors they project to sell into the PC and Mac markets, so they take a trip through reorganization, SGI's OK, the common shareholders are not. So in the spirit of looking down before you look up, I became diaphoretic looking down on NINE. LauA