So if I get this correctly u r advising people to get out of an industrial metal that is more and more in demand for a metal that is less and less in demand! And for an ETF that is managed by god knows who and how as opposed to a company that is beautifully managed. U r... well u know what u r, don't u.
Partially accounted for in revenues in 2015 and fully in 2016. Nothing in 2014. Still good news in more than one way.
How Cray Inc. (CRAY) Stock Stands Out in a Strong Industry
By Zacks Equity Research
April 3, 2014 6:49 AM
Why Mallinckrodt (MNK) Stock Might be a Great Pick Zacks
One stock that might be an intriguing choice for investors right now is Cray Inc. (CRAY). This is because this security in the space of diversified computer systems is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective.
This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taking place in the space of diversified computer systems as it currently has a Zacks Industry Rank of 2 out of more than 250 industries, suggesting it is well-positioned from this perspective, especially when compared to other segments out there.
Meanwhile, Cray Inc. is actually looking pretty good on its own too. The firm has seen solid earnings estimate revision activity over the past month, suggesting analysts are becoming a bit more bullish on the firm’s prospects in both the short and long term.
C E S... CONSUMER ELECTRONICS SHOW not server . entreprise. etc. nothing unrelated to consumer stuff... end user you know, not upstream I would wait for more during earnings call OK all of u little grass hopers!
stock catching back down w/option expiration 80% of which are at 22.5. I'd be betting no chance for 21, and up on Monday and rest of the year specially on news of systems acceptance. The rest is just goofy assumption.
bigest contract Q4 is NSA. 100petaflops but NSA has currently many problems... govt funding - power surges at the new site that is setting equipment on fire - fighting contractors doing a lot of finger pointing - √ - potential one year delay because of these problems - and not to mention peep squick Snowden! -
Earnings are Nov 11 not tomorrow.
Ford may not have wanted to have the news out the WSJ was doing an in depth story about a CAE software company and at the end of the article the Ford purchase of a Cray machine came in. There ae no press release from Cray or Ford on the matter.
SGI guided lower due to Gvt shutdown. Bluffdale NV is possibly not opening for a year due to electrical surcharge burning electronic equipment. Not clear to what happen to pmts. to CRAY if hardware cannot be tested and accepted by NSA and gvt is shutdown???? If these are none issues then stock goes right back up, although Cray would have issued some sort of a statement if they were not affected like SGI. Gut wrenching moment.
CRAY earned 2012 $.88/sh . 2013 should be north of that. And $520m should also be raised. What is so important for Cray that drove the stock up is 15% of revenue this quarter came from commercial sales for the first time in Cray history up from 10%! The other driver had to be margins going to 38%.
Commercial sales keep on going up big data will be a big driver, technology is still brand new and not totally known but getting there quickly.