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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Adam Nash who wrote (24806)	5/13/1999 3:56:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 213177

Absolutely, Adam, SGIs supercomputer business is in trouble and the trends such as clustering, etc. don't bode well. SGIs high end server/workstation market sells to an overall unix market that is decreasing in unit and dollar sales and isn't competing well with Sun and the other unix boxmakers. It's low end workstation market including the NT boxes is plagued with poor execution. I do understand that the video subsystem on the NT boxes is quite impressive. Apple needs fresh tech here. The AGI boards have recently been leapfrogged by their competition and no longer represent the best performance. OT - By the way, do you still own Intel at around this price or did you get tired of waiting. Intel is a little high on historical valuations but their smooth execution to .18 micron and the rapid pace of new product intro is making it pretty interesting. Rich

To: Adam Nash who wrote (24806)	5/13/1999 8:46:00 PM
From: Doren	Read Replies (2) \| Respond to of 213177

SGI has two things that Apple could use: Software, Maya is the best off the shelf 3D software available. If Apple acquired it and ported it Macs would instantly be up to snuff on 3D again and maybe superior. SGI also owns other great software including OpenGL which is the standard for 3D. The fact that Pixar owns the rendering standard Software (Renderman) for the industry would also be a factor here. Hardware, SGI has developed a superior system bus, that makes its products significantly faster than other systems with otherwise equal hardware. But I agree, overall it wouldn't make sense for Apple to acquire SGI, but some sort of strategic alliance might make sense. Or if Apple could swing a deal to acquire SGI and then spin off the Supercomputer chaff etc. it might make a great deal of sense. One other factor is OS X which could theoretically be ported to SGI intel boxes without too many problems. And still another factor would be SGI's pool of programming talent, some of the best in the imaging business. doren