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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 90.70

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Nov 26 3:59 PM EST

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To: Joseph E. Caiazzo who wrote (4075)	1/20/1998 4:33:00 AM
From: Edward Smyth	Read Replies (1) of 14451

Message from Joseph E. Caiazzo on Jan 19 1998 11:46PM EST >Cray was in its death throes when SGI bought it and >they have done nothing to revive it. The Japanese now >produce massively parallel supercomputers at a far >cheaper price than SGI. I disagree. 1995 was bad for Cray because they replaced their entire product line. 1994 was their best year ever. The big advantage of Cray over its supercomputer competitors is the OS. My work involves using a J90, T3D, T3E and IBM SP2. The Cray systems are far ahead of the IBM on many things including tape management and batch queues. T3E's now have the ability to automatically checkpoint/restart parallel jobs. They can migrate jobs from one set of processors to another to optimize system efficiency (bit like de-fragmenting a disk). I don't think any other MPP system can do these things. Plus the T3E's interprocessor comms system is one of the best in the world. >As a general purpose machine Cray is simply too costly, thats >why I said SGI's future is only in the limited (albeit huge) >graphic intensive field....animation, molecular modeling, >design engineering, etc... Yes, Cray J90 and T90 vector machines and the T3E are too costly for a general purpose machine, but the Origin isn't. Plus, if you build the Onyx "workstation" for the market you describe, the development of the Origin "server" is free! :-) >Very large enterprise computing needs are migrating to service >providers like IBM who provide mainframe and all logistices. Mainframes are a completely different market from the traditional Cray market. SGI will probably want to target mainframe customers with the Origin 2000. Ed PS: >Cray was in its death throes when SGI bought it People said the same about MIPS at the time.

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