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Technology Stocks AMD, ARMH, INTC, NVDA

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From: Joe NYC	10/22/2021 3:55:58 PM
	of 59497

Kumar notes that Intel pointed to weakness in the low-end of the PC market whereas the high-end PC market fared better. Chips for high-end PCs are an area of strength for AMD. Kumar thinks that’s good news for the company, which reports quarterly results on Tuesday. “We continue to believe AMD is well positioned to continue to take share from Intel in both PCs and servers,” Kumar wrote. “In our eyes, Intel’s hiccups continue to leave AMD in a better position competitively, as it will take multiple years for Intel to catch up.” marketwatch.com

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To: Joe NYC who wrote (43256)	10/22/2021 4:21:34 PM
From: Joe NYC	of 59497

Strange that AMD and XLNX closed in opposite direction. +.49 / -1.15

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To: Joe NYC who wrote (43256)	10/22/2021 4:46:00 PM
From: neolib	of 59497

Just returned from my local Staples, and 100% of notebooks + DT PCs on display are Intel based. They must have some contra-revenue going between Santa Clara and Staples is all I can think of. The lowest priced notebook was $299 and the highest was $799.

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To: Vattila who wrote (43251)	10/22/2021 5:32:47 PM
From: Joe NYC	of 59497

Speaking of which, mine is the same as Lisa Su's. So maybe it was a destiny for me to come back to be an AMD investor... PS: Lisa Su is a Scorpio, whatever that means... Will come back at you with a big sting...

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From: Joe NYC	10/22/2021 6:39:39 PM
	of 59497

So I came across the source of the story about overclocked Alder Lake overclocked to 5.3 GHz on all big cores The power consumption at 400W Small cores were turned off, so if those were on, it would be even higher. wccftech.com

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From: Joe NYC	10/23/2021 9:55:46 AM
	of 59497

Hard to believe: AMD Market Cap: 145b Intel Market Cap: 200b And if Xilinx is approved, AMD could catch up

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To: Joe NYC who wrote (43261)	10/23/2021 10:08:54 AM
From: FJB	of 59497

What happens if China decides to move on Taiwan? Every tech stock I own depends on TSMC...

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To: FJB who wrote (43262)	10/23/2021 12:14:27 PM
From: neolib	of 59497

Which is why TSMC should have some extreme pressure put on them to "copy exact" around the globe ASAP.

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To: neolib who wrote (43263)	10/23/2021 7:26:51 PM
From: rzborusa	of 59497

True dat. But, the path to China supremacy goes through so many place that have been supportive of Taiwan and TSMC that are deep and wide. Dictators lie to themselves and reach the conclusion that they are the only one that can lead the peoples to the promised land. Or, they are just desperately clinging to power and use that argument. Light is the best disinfectant.

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To: Vattila who wrote (43250)	10/25/2021 12:40:17 PM
From: Kelvin C.P. Wang	of 59497

$0.75 $4.40B $4.70B

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