Replies to post #18857 on Advanced Micro Devices Inc (AMD)

[sgolds]

Windsock, I suspect you don't care, but others may read this and understand the point -

Cray has a negative cash flow of $40 M per year. With only $24M in cash, it will not live long enough to produce a working design.

Cray certainly will live long enough. The design is being funded by the Red Storm project, and they are leveraging that architecture to produce a side product of clustered Opterons. Producing a working design is a pretty certain thing. Will they be able to market it? That is a lot harder, they will need a financial infusion to fund a marketing effort. However, if Red Storm impresses, financiers will respond.

If not, AMD does not need to buy Cray. Rather, if Cray goes under then someone else picks up the cluster design in BK.

All the Intel folks here should be rooting for Cray to succeed. Otherwise, a potentially great Opteron cluster solution will be picked up on the cheap by a company with deep pockets (IBM, Siemans, Olivetti,...) who can give Intel and Itanium a real run for the money!

[Dan3]

Cray was Cash flow positive last quarter.

By (for a company of their size) quite a bit. Cray's been doing very well ever since they began marketing supercomputers based upon AMD's Opteron.

Sorry to burst your bubble.

http://finance.yahoo.com/q/cf?s=CRAY