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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (201335)	6/9/2006 9:02:47 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

RE:"SGI entered Chapter 11 US bankruptcy protection recently" And Intel gave them credit?

To: Joe NYC who wrote (201335)	6/9/2006 9:29:35 AM
From: Rink	Respond to of 275872

As well as having appropriate consulting skills, SGI plans in the longer term to take advantage of its Numa-based shared-memory architecture [in it's Woodcrest products].: theinquirer.net I read that as meaning that the first gen Woodcrest servers from SGI won't have Numa-bashed shared mem architecture, but will instead have to compete directly with rather similar products from the tier 1's that will enjoy economy of scale. Only differentiating factor should hence be their software. So in short I think that SGI will enjoy Montecito benefits, and needs a basic Woodcrest solution to carry it to the next gen products. Their Woodcrest products won't compete in any tender where coprocessors are specified as requirement (vector/FPGA), but they will compete in large standard clusters in those cases where inter-node latency isn't too much of an issue. I think this was their only route left open for them as Cray quite likely would have had an edge over them in case they would have chosen the Opteron route. Regards, Rink