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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 159.88-0.2%3:59 PM EDT

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To: rzborusa who wrote (43238)10/21/2021 6:01:00 PM
From: rzborusaRead Replies (1) of 56248
 
Pat, grow, and grow share (he almost laughs)

Curtis, Barkleys: Margins going down as Seven ramps, wtf??

Pat , Federal impact was one time. Comfident about node compression.. large catagories all building on each other ....confident ..... segment reporting in future

Piere ? GMs, laughter ...... market share, holding and why ....

Expect gains in MS. Capacity , enable ms gains, alder L pricing leader .... Small in growing markets, but great investments.

Ramsey Coehn: Saphire Q1 , Cloud down?? China ...
Pat; ramp q2, Dc cloud, exposure to china, whole story. Also, periferal ics, Matched sets ...bla bla
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