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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 111.72+0.6%Feb 12 9:30 AM EST

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To: rzborusa who wrote (43246)10/22/2021 2:26:38 PM
From: Joe NYCRead Replies (1) of 63819
 
BTW, another gem from the call was that the reason for decreasing ASPs in servers is that the mix of the low core count to high core count is shifting to low core count. Which coincides with Enterprise growing and Cloud shrinking..

That means that the high core count is shifting to AMD.
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