Advanced Micro Devices Inc (AMD)

[pgerassi]

For a supposedly smart guy, there was no mention of percentages of COGS for the various suppliers and no mention of Intel in those parts in the last 10K of SGI. They did mention that Intel Xeon based Altixes were sold starting Q4/07 (a year ago according to their FY). They also stated that overall core products were $109 million including Xeon based and Itanium based for FY2008. Of that $79 million was for shared memory systems. 10% of that isn't much. Xeons probably got a much higher ratio for their $30 million since those were clusters. So Xeon CPU revenue from SGI likely was higher than IPF CPU revenue especially considering that the chipsets, etc from the latter might also come from Intel. Certainly none came for storage products nor service revenue for the overall $354 million total revenue.

Also they lost $3.03/share in the last quarter and $13.55/share in FY2008. At a $153 million a year loss rate, their $142 million of stockholder's equity won't last the year. They will be bankrupt.

Either way, HPC is a drop in the bucket compared to IPF commercial systems.

Again your numbers and their interpretation is of very poor quality.