Advanced Micro Devices Inc (AMD)

[chipguy]

Re -"NASA Ames is probably going to have a faster
10240 CPU Altix system installed up and running before
then for about half the price." Where are you getting the price
from? I did not see it in the press release.

http://news.com.com/Space+agency+taps+SGI%2C+Intel+for+supercomputer/2100-1010_3-5286156.html?tag=ne....

"Officials from NASA said the new machine will increase the
agency's supercomputing capacity about tenfold. NASA will
spend about $45 million on computer gear for the project over
three years, the officials said."

Re -"...one-of-a-kind Spruce Goose style monument to government waste" One of a kind? They are creating an entire line based
on this design.

That's the theory. That was probably the theory with the
Goose too. We'll have to wait and see if Cray lasts long
enough for a market to materialize. They are basically
living on Red Storm development payments with X1 sales
in the toilet, X1E delayed, and XD1 a future dream.

http://investors.cray.com/phoenix.zhtml?c=98390&p=irol-newsArticle&t=Regular&id=596458&a....

"The company reported second quarter revenue of $21.7
million, compared to $61.8 million in the same period last
year. GAAP net loss for the quarter was ($54.5) million, or
($0.64) per share, compared to net income of $7.9 million,
or $0.10 per diluted share, in the first quarter of 2003."

"While production of the Sandia Red Storm system has begun
and the first shipment is expected this quarter, delays in
part shipments will impact the number of systems that can be
delivered to other customers this year."