Cray,,,,,,,,,vecchio Post Di Tremaui,,,

nel medio potrebbe stare sui 16-20$,,,,,
io ero entrato,,,
aspetto di vedere cosa fa nel breve prima di incrementare,,,,
 
Downgrade di Piper Jaffray da outperform a market perform e perde l'8% a 7,3$.. che sia una buona occasione di acquisto??...;)
 
Scritto da van
Downgrade di Piper Jaffray da outperform a market perform e perde l'8% a 7,3$.. che sia una buona occasione di acquisto??...;)
quelli di jaffray sono dei rabbini mica da poco:no: danno downgrade a destra e manca ma te li ritrovi sempre in book:clap: ....cmq la pressione non c'è manca il denaro in book al momento rimane ancora comperata più che venduta:)
 
Abbasso Piper

Sotto i 7$ non dovrebbe scendere,,,
anche se non so quali siano le ragioni del dowgrade,,,oltre al fatto di farle raccattare a qualcuno,,,

comunque c'era un gap up da chiudere,,,,,(ipotesi n.2) ed oggi l'ha ben chiuso,,,,,

se resta li un paio di giorni giusto per la sbornia postdowgrade,,
finalmente incremento la posizione (attuale 400 pezzi).....

se ci sono ulteriori news,,,,,
POSTATELE!!!!!:D:D:D:D:D:D

P
 
Re: Abbasso Piper

Scritto da Paolino967
Sotto i 7$ non dovrebbe scendere,,,
anche se non so quali siano le ragioni del dowgrade,,,oltre al fatto di farle raccattare a qualcuno,,,

comunque c'era un gap up da chiudere,,,,,(ipotesi n.2) ed oggi l'ha ben chiuso,,,,,

se resta li un paio di giorni giusto per la sbornia postdowgrade,,
finalmente incremento la posizione (attuale 400 pezzi).....

se ci sono ulteriori news,,,,,
POSTATELE!!!!!:D:D:D:D:D:D

P
c'è di mezzo un acquisizione pagata con carta a 7.87$....logico che ora chi vende se vuole lo farà ad un $ sotto moltiplica x 15 milioni di azioni ed è tutto grasso che cola:p :cool:
 
certo che nel breve termine,,,qualcosa venderanno,,,,

ma non credo che abbiano fretta,,,,

anche perche un po' di cash gli e' stato dato,,,,,

e se cray e' un'ottima societa' di certo non svenderanno,, e di certo lo faranno con molta parsimonia,,,

almeno credo,,,,,
 
Scritto da tremaui
quelli di jaffray sono dei rabbini mica da poco:no: danno downgrade a destra e manca ma te li ritrovi sempre in book:clap: ....cmq la pressione non c'è manca il denaro in book al momento rimane ancora comperata più che venduta:)

e' sempre il solito gioco delle tre carte,e se lo dici tu e' sicuramente vero..........ci sara' maiuna fine a tutti sti giochetti?si quando gli asini voleranno........comincio a tenerla d'occhio anche io se scende sotto i 7$ magari entro se raccatto un p' di gain.........................
 
MI DOMANDO DAVVERO QUANTO TEMPO VOGLIONO TAPPARLA
MAH
:censored: :censored: :censored: :censored: :censored:


IL SILENZIO DEI VINCENTI
 
penso che stiano raccogliendo,,,,
poi miracolosamente,,
la spazzatura,,,diventa oro,,,,:D:D:D:D
 
PJ: Piper: CRAY: Entering The Eye Of The Storm But Opportunity Remains On The Ot [DGHNQGM]

06:13am EST 19-Mar-04 Piper Jaffray (Brian Gesuale) CRAY
Piper Jaffray & Co. Company Note
March 19, 2004

Cray Inc. (CRAY - $ 6.36)
Market Perform Volatility: High

Entering The Eye Of The Storm But Opportunity Remains On The Other Side

Brian Gesuale, Sr Research Analyst Reason for Report:
Company Update

Piper Jaffray & Co. does and seeks to do business with companies covered in
its research reports. As a result, investors should be aware that the firm may
have a conflict of interest that could affect the objectivity of this report.
Investors should consider this report as only a single factor in making their
investment decisions. This report should be read in conjunction with important
disclosure information, including an attestation under Regulation Analyst
Certification, found at the end of this report or at the following site:


KEY POINTS:

* We are tweaking our Q1 numbers given our belief that government orders are
sliding right. We were hopeful that a chunk of orders from government labs
would be ordered and at least partially accepted during Q1. We now expect
those orders to fall in Q2. While our near-term estimates moderate slightly,
we continue to believe that Cray's new product launches slated for 2H04 are
well positioned to capture significant market share in 2005 and beyond.
* Maintaining full-year forecast but reducing Q1 estimate. Our sales and EPS
estimates decline to $50.6 million and $0.01 in Q1 versus our prior view of
$56.9 million and $0.03. From an execution standpoint, we believe Q1 and Q2
represent the eye of the storm for CRAY and the back half will begin to show
a glimpse of how well the Company is positioned for 2005.
* Despite the potential volatility in quarterly results, we believe there are
positive catalysts on the horizon. We believe the three major focus areas
for investors should be orders, backlog, and product development schedules.
* For orders and backlog, we expect Q1 will be the low water mark for the
year. In our opinion, the good news is that Q2 should show healthy rebounds
in both metrics . We also believe that Q2 may begin to show a teaser of the
potential demand for the firm's new product lines. Benchmark tests measuring
performance should make way to the market later this year and our belief
remains that Cray builds strong machines. Product development appears on-
track and will be key to catalyzing sales in 2H04.
* Maintain Market Perform rating. Our price target remains $8.40 offering 32%
upside from current levels. Our price target assumes a 24x multiple of our
CY05 EPS estimate of $0.35.
INVESTMENT RECOMMENDATION:
While we believe the long-term drivers of Cray's business remain intact, we
believe investors desiring predictable results are better served on the
sidelines in the near term until some of the dust settles with the three
development stage machines. However, we believe that long-term investors will
be rewarded in 2005 as CRAY hits the front-end of a new product cycle with
Strider, X1e, and the OctigaBay product. We believe the first hints of the
sales strength of 2005 will begin to emerge in backlog during the back half of
2004. While it remains early, we remain optimistic about CRAY having an
acceleration of sales growth during 2005.

RISKS TO ACHIEVEMENT OF TARGET PRICE:
We view Cray's ability to develop X1e, Strider, and OctigaBay product lines
quickly as the major risk to the story. Also, ongoing government funding
levels is paramount to our Cray thesis.

COMPANY DESCRIPTION:
Seattle-based Cray Incorporated is a leading provider of supercomputers. Key
customers include various government agencies, research laboratories, academic
institutions, and the automotive industry among others.

19mar04 11:12 GMT
Symbols:
US;TERA US;CRAY
Source FC First Call US
 
CIAO TREMAUI
DA QUELLO CHE HO CAPITO DALLA NEWS POSTATA DA TE
(TRADUZIONE CON BABELFISH :D :D :D )

LORO DICONO CHE I PRIMI 6 MESI SARANNO DIFFICILI PER CRAY
MA PREVEDONO INCREMENTI CONSISTENTI DI EARNING PER IL 2005
 
Scritto da Zantrax
CIAO TREMAUI
DA QUELLO CHE HO CAPITO DALLA NEWS POSTATA DA TE
(TRADUZIONE CON BABELFISH :D :D :D )

LORO DICONO CHE I PRIMI 6 MESI SARANNO DIFFICILI PER CRAY
MA PREVEDONO INCREMENTI CONSISTENTI DI EARNING PER IL 2005
..ciao oggi si balla:rolleyes: :)

+DJ Cray Inc Seeks Holder OK To Declassify Board >CRAY

*DJ Cray Also Seeks To Up Auth Cmn Shares To 150M From 120M

:)
 
DJ Cray Seeks Holder Approval To Declassify Board >CRAY [DGLWQXW]


DJ CFA SOURCE:SEC DEF 14A
SEC RECEIVED: 03/24/2004


WASHINGTON (Dow Jones)--Cray Inc. (CRAY) said Wednesday it's seeking
shareholder approval to declassify its board and hold annual elections for
its directors, according to a definitive proxy filed with the Securities and
Exchange Commission.

The company said it's also seeking shareholder approval to raise its
authorized common shares to 150 million from 120 million.

Cray said the proposal to eliminate the staggered terms of its
directors would maximize management accountability to shareholders and would,
if adopted, allow shareholders the opportunity each year to register their
views on the performance of the full board.

The company said if the proposal is approved, the terms of its
directors would end at its 2005 annual shareholders meeting.

Regarding the common share increase proposal, Cray said the
additional shares would allow it flexibility to act promptly to meet future
business needs as they arise.

The company said sufficient shares should be readily available to
maintain its financing and capital raising flexibility, to fund acquisitions
and mergers, enable employee benefit plans, enable stock splits and dividends
and for other proper business purposes.

Shareholders on record at the close of business March 12 may vote on
the proposals and other matters at Cray's annual shareholders meeting
scheduled for May 12 at its Seattle headquarters.

Cray makes general-purpose parallel computer systems.

-By Gee L. Lee; Dow Jones Newswires; 202-862-1346

(END) Dow Jones Newswires
03-24-04 0653ET
 
Scritto da tremaui
DJ Cray Seeks Holder Approval To Declassify Board >CRAY [DGLWQXW]


DJ CFA SOURCE:SEC DEF 14A
SEC RECEIVED: 03/24/2004


WASHINGTON (Dow Jones)--Cray Inc. (CRAY) said Wednesday it's seeking
shareholder approval to declassify its board and hold annual elections for
its directors, according to a definitive proxy filed with the Securities and
Exchange Commission.

The company said it's also seeking shareholder approval to raise its
authorized common shares to 150 million from 120 million.

Cray said the proposal to eliminate the staggered terms of its
directors would maximize management accountability to shareholders and would,
if adopted, allow shareholders the opportunity each year to register their
views on the performance of the full board.

The company said if the proposal is approved, the terms of its
directors would end at its 2005 annual shareholders meeting.

Regarding the common share increase proposal, Cray said the
additional shares would allow it flexibility to act promptly to meet future
business needs as they arise.

The company said sufficient shares should be readily available to
maintain its financing and capital raising flexibility, to fund acquisitions
and mergers, enable employee benefit plans, enable stock splits and dividends
and for other proper business purposes.

Shareholders on record at the close of business March 12 may vote on
the proposals and other matters at Cray's annual shareholders meeting
scheduled for May 12 at its Seattle headquarters.

Cray makes general-purpose parallel computer systems.

-By Gee L. Lee; Dow Jones Newswires; 202-862-1346

(END) Dow Jones Newswires
03-24-04 0653ET

IN POCHE PAROLE (ITALIANE SE E' POSSIBILE) COSA SIGNIFICA?
:D :D :D
 
CRAY

un rimbalzo .............. ci stà
altimenti son c.....zi amari per CRAY
 

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Proviamo con queste adesso dopo nwre,vediamo come va:D
 
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