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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 77.70-0.3%Sep 22 4:00 PM EDT

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To: captainfreedom2 who wrote (32635)9/16/2019 9:26:03 AM
From: neolib of 38153
Yes it is deliberate. It was about 3 years ago that AMD used to at least report CPU and GPU separately and they were both nearly 100% client, and semi-custom was almost all console, so there was good transparency into the business units.

Then they combined CPU and GPU into C&G and stopped giving any hints as to the relative size. Then with Zen, they put server CPUs under EESC to mask off the relative size of server and console. Then they left data center GPU in with C&G. A few times some analysts have politely pointed out that a different reporting of segments is in order, but so far AMD has resisted. IMHO, the reason is obvious. AMD's segments go through wild gyrations, none of them can show sustained growth over time, so it looks like a very poorly run business. Further if one could have seen how small some of the segments like CPUs got to at their nadir it would look like they were going out of business shortly. CPU's likely got below $200M/qtr around 2016.

Unfortunately, that is deliberate. They feed they info in such a way to make it hard as possible to guess what the ASP and sales figures are.
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