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Technology Stocks AMD, ARMH, INTC, NVDA

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To: Vattila who wrote (43294)	10/26/2021 4:23:23 PM
From: neolib	of 45155

Gosh, I came damn close. 0.74 (actual 0.73) 4.35B (actual 4.30) and 4.55 (actual 4.5)

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To: neolib who wrote (43305)	10/26/2021 4:27:28 PM
From: neolib	of 45155

The buyback has started, they spent 750M buying back 7M shares.

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To: neolib who wrote (43306)	10/26/2021 4:27:55 PM
From: neolib	of 45155

IIRC, the buyback was to be $4B, so they are well on the way in one quarter...

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To: neolib who wrote (43307)	10/26/2021 4:29:03 PM
From: neolib	of 45155

These seems like an odd statement, it makes it sound like the investments contributed to cash flow. Wouldn't it really be that their cash flow was decreased due to such?? Third quarter 2021 cash from operations and free cash flow included strategic investments in long-term supply chain capacity to support future revenue growth.

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To: neolib who wrote (43304)	10/26/2021 4:31:22 PM
From: Joe NYC	of 45155

Haha, I always get burned on AMD sandbag on the outlook

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From: neolib	10/26/2021 4:32:21 PM
	of 45155

Indeed it seems datacenter is the best growth, up 20% QoQ with Epyc listed first, but also semicustom was higher too. C&G was only +7% QoQ.

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To: neolib who wrote (43306)	10/26/2021 4:32:22 PM
From: Joe NYC	of 45155

They need to pause them.... IMO. At this price...

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To: Joe NYC who wrote (43311)	10/26/2021 4:33:42 PM
From: neolib	of 45155

Most the free cash went to the buyback. But they have a nice cushion currently, 3.6B

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From: neolib	10/26/2021 4:37:27 PM
	of 45155

So the one negative I see is that Q4 is guided for only 4% QoQ, and its attributed to Epyc + semicustom. This is offset a bit by GMs guided +1.5% to 49.5 from 48% this Qtr. I'm a little surprised that semicustom is guided for growth, I thought that Q3 was now typically the high for console. It seems odd that C&G is apparently guided for flat (or down??) for Q4. I wonder if they will be beat up for that in the CC??

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To: neolib who wrote (43313)	10/26/2021 4:38:26 PM
From: neolib	of 45155

Full year guided +65% vs prior +60%.

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