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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 96.68+0.4%May 19 3:59 PM EDT

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To: Kelvin C.P. Wang who wrote (42323)8/2/2021 3:09:20 PM
From: Joe NYC of 45135
 
Vattila showed specific levels of predictions with Pie-in-the-Sky scenario as the highest at well over $300/share, taking over majority of x86 market share. I made up the numbers per my recollection. He had several emails on the predictions.
In theory, AMD could have sold 8 client chips for single server chip (substrate permitting). And client has grown way above anyone's expectations.

AMD found a sound strategy, in light of component shortages and capacity constraints. That client PC growth potential was less lucrative than the server potential.

I think that AMD client products are competitive and deserve greater market share, when the shortages ease.

Both on CPU and GPU sides.
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