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An SI Board Since December 2010
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Emcee:  neolib Type:  Moderated
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21576MindFactory report for November: AMD had its best month since Ryzen introductioVattilaDecember 2
21575Oops, that was Wed, not Thur for Devinder's sale. One wonders if that helpeneolibDecember 1
21574Devinder exercised another 113K shares and sold them all at 11.04 on Thursday. neolibDecember 1
21573CUDA isn't fragile but what is Hi fragile is that Nvidia's stock has ranwaitwatchwanderNovember 30
21572news about Google & Amazon using EPYC as Lisa hinted?NullPointerExceptionNovember 30
21571Thanks for posting that. I wondered why AMD had a sharp spike from around 10.80neolibNovember 30
21570Lisa on CNBC today streamable.combit3November 30
21569Stay tuned, because this is just the beginning of an exciting time for EPYC andPravin KamdarNovember 30
21568dirty Hari vs pleasant Harriet: smarteranalyst.comNullPointerExceptionNovember 30
21567Yeah, I agree wrt to possible market issues. Nvidia for example looks nearly lineolibNovember 30
21566<i>Which IIRC caused the stock to plummet.</I> ....yeah........beinTHE WATSONYOUTHNovember 30
21565Fudzilla claims Intel has further plans for Radeon: "It might be more thanVattilaNovember 30
21564Well near the end of your numbers you get $0.75/share in 2020 which IIRC is exacneolibNovember 29
21563listened to Lisa's pitch the other day...............says 12nm updates to muTHE WATSONYOUTHNovember 29
21562He has been negative on AMD all year IIRC. neolibNovember 29
21561 AMD losing share in multiple markets, says Goldman Sachs Goldman analyst Toshbit3November 29
21560NVDA in a major downdraft this morning, and I think that is impacting AMD as welneolibNovember 29
21559The tea leaves are for continued decline in PCs: digitimes.comneolibNovember 29
21558Intel Xeon with Radeon Graphics. Intel Xeon E3-1200 v7 Will Become Xeon Entrybit3November 29
21557AMD is adding INTEL as a new customer :) in its updated November guidance pdf bit3November 29
21556Ouch. My KitGuruTech video screenshot is now going through the rumour mill. &quVattilaNovember 29
21555Likely a slowdown related to what may or may not occur in the tax legislation restsimonNovember 29
21554This is interesting, WDC seems to be going in whole hog on RISC-V: eetimes.com neolibNovember 28
21553[graphic] Micron price target raised to $60 from $52 at Baird Baird analyst Trbit3November 28
21552(target $17) analyst Vijay Rakesh at Mizuho AMD : [graphic] NVDA : [graphbit3November 28
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