Advanced Micro Devices Inc (AMD)

[bobs10]

you...

hope Cray negotiated more leeway in their development
contract for this monster than they did with Red Storm. They
were on the hook for technical difficulties and schedule slips
with Red Storm. Even with Sandia being very generous in
not exercising penalty clauses it still almost bankrupt Cray.

me...

Well, mostly I'm concerned with how the price of the stock has done since I first bought some last November(I posted about it). Anyway I'm up about $.4/share which is about 30% since then, how's INTC been doing?

With the imminent demise of Itanium the future is looking better and better for Cray and the high to ultra-high products it sells. I particularly like the way Cray chose AMD's path over INTC after a very through review of both companies future roadmaps.

Personally, I think Cray's model is going to eventually be the only one standing as high-end machines go the bundled low cost processor farm route. Kind of like a Lilly Tomlin skit "the incredible shrinking mainframe market".

It's gong to be interesting seeing what IBM can come up.