Replies to post #951 on AMD strictly moderated (AMD)

[chipguy]

All in all SGI almost certainly will continue to bleed out of its main arteries for two more quarters; at least imo till Montecito based revenue starts making up for current IRIX/Itanium(Madison) System Rev declines.

You might be surprised how competitive the new 4700 series
Altix is even with the Madison I2. It starts shipping later this
month although sales cross-over with the Bx2 isn't expected
until mid year. You also should keep an eye on its storage
and visualization business, SGI seems to have a significant
technical lead on everyone else for high end niche apps,
some of them outside the traditional HPC field.

[chipdesigner]

Don't overlook its huge mountain of debt, which dwarfs its market cap & cash (kinda like GM, only not that extreme):

Market cap: ~90M
Cash: ~ 80M
Debt ~270M