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

To: Bill Holtzman who wrote (5693)	1/31/1999 3:03:00 PM
From: Thomas A Watson	Read Replies (3) \| Respond to of 14451

Singing a different tune??? hmmmm. If you come to that conclusion from what I said. I would infer you are a democrat. I simply take my best shot using my life experience to predict the probability of a company coming up with a sustainable revenue growth (SRG) plan. The price of a stock at a point in time is what the folks believe SRG is. Based on rampant technical ignorance of the general investor, Buzz and hype can take perception anywhere. Tidbits. Is the current dumb shape of the NT a techno culture compromise of Mr Rocket. The SGI sw1600 comes with a torx screwdriver to remove the pneumatically adjustable stand. Ugly yellow handle. I am extremely impressed with the SW1600. I believe that Nine might just be able to sell enough of these to enhance SGI's bottom line. Do I still think nine is a good investment? ? ? ? ? ? ? Well let's see SGI is this big ##################################################################### and nine is this big # Nine selling the SW1600 may sell numbers sufficient to have a revenue impact on SGI. What kind of revenue is nine going to make on this. What will it do to the PE of nine. Remember, (yeah this is a wet dream but it illustrates the point) if nine stock goes to 100 dollars a share. That's 366 million dollars of value to SGI. A good reason for SGI to help nine any way it can. I OWN NO SGI STOCK. I would consider it a safe buy at 8 dollars a share. Does anyone remember how the techstock bubble can pop.