Yeah, a huge market, lol. How many oil companies, how many car makers, how many P&G's? Market share is the whole story. SGI computers are not commodity devices like Pringle's potato chips or even Texas Instruments' ASICs. How many cellular phones have you owned? That's one reason TXN is trading at almost 20 times the price of SGI. See ya' later. ;-)
Exactly. Thinking Machines, BBN, Cray, etc etc ... All gone or shadows of their former companies. The market for supercomputing is really quite small and given the fact that a custom build can be done for very little money - provided that you have cheap labor - relative to the selling price of current public models makes this a very difficult market on which to base a company. Even today, the argument can be made that for general purpose super or parallel computing problems there is an oversupply of capacity: it is only for very specialized problems where specilized architectures are required that there is a demand for new machines to be built and most of these are being implemented as custom builds with politically awarded service contracts getting the bulk of the contract dollars.
SCs are still more far more efficient that parallel-systems for modeling protein folding and fission/fusion, but as you state, the applications are niche and result in niche-market caps for the big-iron companies. arb.
If you had it at $1.35, it was easy money. If you are willing to hold it long term, it is still easy money. nitro
just add a few dollars and double it.... 8x21' http://www.9xmedia.com/pages-Build_a_system/X-Top---4over4.html
Easy money still. If it goes above 5, it will go to 8. Hard not to take profits, but this stock is _way_ undervalued. nitro