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   Technology StocksAMD, ARMH, INTC, NVDA


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To: Joe NYC who wrote (43230)10/21/2021 4:23:45 PM
From: Joe NYC
of 56376
 

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To: fastpathguru who wrote (43229)10/21/2021 4:26:20 PM
From: Joe NYC
of 56376
 
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 56376
 
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 56376
 
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 56376
 
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 56376
 
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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To: rzborusa who wrote (43236)10/21/2021 5:44:55 PM
From: rzborusa
of 56376
 
Stacy, DC margins down??
ans: mix of products, smoke also mirror, regulatory issues in China, excited about future

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To: rzborusa who wrote (43237)10/21/2021 5:47:49 PM
From: rzborusa
of 56376
 
Tim @UBS, Margins v. ccapex depreciation etc

Ans: Spending for capacity deficit, need. Nodes being worked in parallel. Node compression, better margins bla bla

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To: rzborusa who wrote (43238)10/21/2021 6:01:00 PM
From: rzborusa
of 56376
 
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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To: rzborusa who wrote (43237)10/21/2021 6:04:25 PM
From: Joe NYC
of 56376
 
Intel Cloud is - cloudy

Dylan points out the lead time for Milan and NVidia A100 is 20+ weeks and nobody wants Intel stuff...


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