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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 151.58-2.7%Jul 19 4:00 PM EDT

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To: rzborusa who wrote (43239)10/21/2021 9:52:22 PM
From: Joe NYCRead Replies (1) of 56782
 
I think it is notable that Sapphire Rapids will enter production in Q1, ramp in Q2. But launch in Q1?

I had to go back, but that's what Pat said.

At this pace, it is possible that Genoa will actually overtake Sapphire Rapids in its real release. So it seems Intel is still screwed in the server market for another year, at least.

What is still saving Intel are the "captive" segments, that like 5G edge servers and Enterprise, where AMD has not had a strong penetration (even though AMD reported some progress on Enterprise last Q).
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