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To: Vattila who wrote (42313)8/2/2021 12:17:27 PM
From: Kelvin C.P. WangRead Replies (3) | Respond to of 43900
 
Hi, Vattila,

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 and here we are.

I am curious about your rational then (thought process on the decisions). I am increasingly looking forward to the "pie-in-the-sky scenario" (your most optimistic prediction) within two-year from now.

Thanks!



To: Vattila who wrote (42313)8/2/2021 1:35:26 PM
From: neolibRead Replies (1) | Respond to of 43900
 
There is a two year downward trend in that data (make allowance for seasonality),while the chart starts in Apr 2020 when CV-19 was starting to spike PC purchases, it would have been nice to seem further back too. It seems hard to argue in July 2021 that component issues are the cause. Availability in general seems to be improving, and for GPUs, the miners getting clobbered in China seems to be helping too. Despite what Pat at Intel thinks, mobile is still the gadget of choice for most people, they just needed an upgrade on the home PC thanks to CV. I'm not so sure there will be continued growth in PCs as strong as was seen over the last year. Unless CV keeps chugging along...