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.