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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
43342 247 1 AMD
Emcee:  neolib Type:  Moderated
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43342He is ahead of you on the overall leaderboard, but on EPS this quarter your bullVattila4 minutes ago
43341I would concede 1st place to Joe.Pravin Kamdar10 minutes ago
43340One thing to remember is that there's still $3.25B of buyback ready to suppofastpathguru16 minutes ago
43339Interview with one of the heroes behind the numbers, AMD Corporate Fellow and ChVattila17 minutes ago
43338The reporting will probably be shaken up and refreshed when the AMD+Xilinx deal Vattila28 minutes ago
43337Cool to see us beat Zacks so consistently this year. We are an optimistic bunch Vattila30 minutes ago
43336I was really hoping once again that Lisa would throw some bones on revenue splitneolib31 minutes ago
43335Thanks for the great job you do on the competition too.neolib36 minutes ago
43334Thanks for your notes!Vattila37 minutes ago
43333Thats it. Stock currently down a little at 122.60. TWT what tomorrow brings.neolib38 minutes ago
43332Software efforts? Data center GPU side continue to invest, more in Nov on that.neolib39 minutes ago
43331Wants to see split on C&G? Lisa thinks opportunities in a flattish PC marneolib42 minutes ago
43330Supply constraints and seasonality going into 2022? Normally Q1 down from Q4, bneolib46 minutes ago
43329Was supply issues more on the client or data center side? Will better supply haneolib49 minutes ago
433282022 semicustom. 2021 was 2nd year of ramp, demand exceeded supply, for 2022, rneolib53 minutes ago
43327Graphics and crypto. Q3 was strong in gaming and data center, crypto thinks is neolib56 minutes ago
43326Expectations now for Q4 are higher for server than they were 3 months ago.neolib57 minutes ago
43325Stacy asking for numbers on datacenter GPU! Good for him! Q3 had Frontier, butneolib58 minutes ago
43324Outlook for 2022. Overgrowing in last few years, is there deceleration coming? neoliban hour ago
43323Server biz in China? In cloud didn't see anything particular about China. neoliban hour ago
43322How is spending environment in data center, and what about roadmap competition ineoliban hour ago
43321First question is about Q4 growth in C&G and GMs growth. Calling PC market neoliban hour ago
43320Yeah, she just said remains on track for end of year.neoliban hour ago
43319If I got this right, Epyc was high double digit QoQ growth, but since all of em&neoliban hour ago
43318Frontier chipping in on GPU revenue.neoliban hour ago
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