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Technology Stocks : Cray Computers -- Ignore unavailable to you. Want to Upgrade?

To: tktrimbath who wrote (12)	11/25/2000 2:08:42 PM
From: tktrimbath	Respond to of 16

CRAY's CEO and it's Chief Scientist were on one of Seattle's financial programs Friday night. They did a good job of portraying CRAY's product line and how the two product lines complement each other and how each is needed in what is a still expanding supercomputer industry ( ~$5B to ~$8B by 2003). I particularly liked how the Chief Scientist called the two product lines "regional religions" and recognized that each is important but that there is no one true path. I think it was the CEO who pointed out the benefit of the worldwide sales and support network. A couple of questions came to mind though: 1) The program's host described the decreased cash reserves of CRAY and wondered how hard it would be to get financing nowadays. The CEO agreed that this is a tough time but that the revenues should help. Does anyone else on this board think differently? Will CRAY have a short term problem or is the existing product line enough to see the company through? 2) The CEO talked about how he expects the company to grow 2 to 3 times. Does anyone know the appropriate time frame for this? I'll probably get around to asking Investor Relations about this stuff too, but find that the discussion board responses tend to be more open, less diplomatic, and not under spin control. Besides I might end up with better questions given the response I get here.