We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 96.68+0.4%May 19 3:59 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
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.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext