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   Technology StocksAMD, ARMH, INTC, NVDA


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To: Kelvin C.P. Wang who wrote (42314)8/2/2021 2:07:01 PM
From: Joe NYC
of 45163
 
Hi Kevin,

Sometime ago (maybe one year?) you posted about selling off your AMD shares and moving on. Within a day or two, you changed your mind
I am pretty sure everybody considered it at one point or another. I was quite down when the news of Intel on TSMC 3nm came out.

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To: neolib who wrote (42315)8/2/2021 2:12:18 PM
From: Joe NYC
of 45163
 
The discount on XLINX is > 20% now...

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To: Joe NYC who wrote (42317)8/2/2021 2:13:32 PM
From: neolib
of 45163
 
I was looking at that today. After a similar pattern to AMD for the preceding three days, XLNX is diverging again today.

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To: Kelvin C.P. Wang who wrote (42314)8/2/2021 2:16:32 PM
From: neolib
of 45163
 
Look at it this way: With the XLNX purchase AMD will be running around 5.5B/Qtr less than 1/3 of INTC, yet the marketcap of AMD right now, assuming the XLNX purchase, is about 165B vs INTC at 218B or so. We have already hit pie in the sky!

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To: neolib who wrote (42319)8/2/2021 2:25:21 PM
From: Joe NYC
of 45163
 
Pat Gelsinger is getting good reception, in general, but INTC is getting no respect on Wall Street.

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From: Joe NYC8/2/2021 2:48:16 PM
of 45163
 
Something seriously wrong with the Steam survey:

"Windows 7 64-bit users increased 2.91% in June and 3.51% in July. Last month also saw Linux systems reach 1% for the first time in years."

Latest Steam survey shows AMD rebounding, an excellent month for Ampere, and a Windows 7 resurgence | TechSpot

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To: Joe NYC who wrote (42316)8/2/2021 2:55:56 PM
From: Kelvin C.P. Wang
of 45163
 
What is your thinking about INTC using TSMC 3nm? Possible? I think it is fake news. Why would TSMC empower a strong and direct competitor, even with lots of cash that TSMC does not need, but???

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To: neolib who wrote (42319)8/2/2021 2:58:42 PM
From: Kelvin C.P. Wang
of 45163
 
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.

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To: Kelvin C.P. Wang who wrote (42322)8/2/2021 3:02:19 PM
From: Joe NYC
of 45163
 
My thinking now is that the scale of this is likely much smaller that the Nikei article implied.

Why would TSMC empower a strong and direct competitor, even with lots of cash that TSMC does not need, but???
Yes. TSMC management are not fools.

There are some interesting quotes from the past, that spell out TSMC thinking about Intel. That Intel is the biggest competitor of TSMC and TSMC strategy is to enable their own customers to compete effectively against Intel.

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To: Kelvin C.P. Wang who wrote (42323)8/2/2021 3:09:20 PM
From: Joe NYC
of 45163
 
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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