I don't think it was luck. I think it was inevitable.

They positioned the company on high performance computing, even if maybe they didn't think they were a HPC company, and something was bound to happen in that market because everybody was doing more and more computing. Then they executed well with the usual amount of greed that every company has.

The only risk for well positioned companies is being too ahead of times: being in the right market but not surviving long enough to see a killer app happen.