Q1 was really nice for CRAY - no change to story, more confidence in full year numbers
I just got done reading the conference call transcript. Pretty much everything intact and set to do $600 million in the full year. Getting traction outside of their traditional government customers, especially with their Big Data and storage offerings.
Steady as she goes, really. Hard to figure why the stock is down 10% today, since it's already backed way up since early this year. Oh well, more cheap stock for me.