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

To: Kirk Vanden who wrote (5549)	1/12/1999 3:48:00 PM
From: Jojo Mosko	Respond to of 14451

Regarding Number Nine etc. So, assume for a moment that these new machines remain in a niche and what really sells is the SW1600 flat panel and the number nine card in the more "mainstream" clone market (See the recent Dell and Apple announcements about providing the SGI flat panel as an option with their machines.) First question: what are the margins on: 1) The graphics card 2) The flat panel monitor And who is standing to gain from this. The flat panel at over $2K seems to be a better revenue/profit generator than the graphics card alone. Also, assume nine stock really flies, doesn't SGI hold about 28% of their shares bought at fire sale price some time back ? To sum up, the speculation in nine seems interesting, but there's more in it that meets the eye and SGI looks like a beneficiary either way. Corrections and further data welcome.