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Technology Stocks AMD, ARMH, INTC, NVDA

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To: fastpathguru who wrote (43225)	10/21/2021 4:15:09 PM
From: Joe NYC	of 73542

Anyone has Intel Link?

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To: Joe NYC who wrote (43227)	10/21/2021 4:16:54 PM
From: Joe NYC	of 73542



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To: Frank Sully who wrote (43222)	10/21/2021 4:17:34 PM
From: fastpathguru	of 73542

HPE/CRAY is already walking away with the entire supercomputer market. Why on EARTH would they sell Slingshot to Intel?!? It is INTEGRAL to HPE's datacenter strategy. fpg

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To: Joe NYC who wrote (43228)	10/21/2021 4:21:56 PM
From: Joe NYC	of 73542

Intel crushes Q3 with $1.67 EPS versus $1.08 guidance. They raised full year earnings estimates significantly from $4.09 to $4.50. Revenue didn't bump up much though, it's all margin related. Tiger Lake was the fastest notebook ramp ever and Icelake Server is over 1M units$INTC pic.twitter.com/DVEJYqaDzP — Dylan Patel (@dylan522p) October 21, 2021

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To: Joe NYC who wrote (43230)	10/21/2021 4:23:45 PM
From: Joe NYC	of 73542

Year over year, volume in PC was down despite huge growth in the market implying market share gains for $AMD Client adjacencies got hit hard by LTE/Wi-Fi slow down and divestitures. Intel made it up by increasing pricing quite a bit What happens to PC when shortages end though? pic.twitter.com/8kSMF61jEZ — Dylan Patel (@dylan522p) October 21, 2021

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To: fastpathguru who wrote (43229)	10/21/2021 4:26:20 PM
From: Joe NYC	of 73542

I was wondering about that. And also, if HPe were to consider selling, perhaps AMD would be interested as well

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To: Joe NYC who wrote (43231)	10/21/2021 4:33:23 PM
From: fastpathguru	of 73542

INTC down more than 7%(!!!) AH. fpg

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To: fastpathguru who wrote (43233)	10/21/2021 5:15:04 PM
From: Joe NYC	of 73542

Intel down $4 AH.

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To: Joe NYC who wrote (43234)	10/21/2021 5:31:28 PM
From: Joe NYC	of 73542

I am kind of tied up, anything gong on with Intel? Now down $5.

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To: Joe NYC who wrote (43235)	10/21/2021 5:39:45 PM
From: rzborusa	of 73542

Listening, not hearing much of note. Lots of "excited bout it" .... Jon Pitzer: Lt grow ...foundry margin?? Pat, don't add or detract for a couple of years.

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