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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 246.76

-0.5%

Nov 14 9:30 AM EST

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To: neolib who wrote (16088)	6/1/2016 6:40:10 PM
From: Vattila	Read Replies (3) of 72371

> AMD [with RX 480] is chasing price competition as the only competitive metric it has. Obviously, if they cannot produce it in volume, they will fail. If they can meet demand, they obviously will take market share, unless and until NVidia can mount an effective counterattack. As far as I understand, AMD is well positioned because Polaris chips are small compared to the competition. "The Radeon™ RX Series launch represents the first salvo in AMD’s new “Water Drop” strategy aimed at releasing new graphics architectures in high volume segments first to support continued market share growth for Radeon™ GPUs." ir.amd.com AMD seems to have returned to a small die strategy to optimize cost and provide scalability. Going forward, I expect the high-end products will be multi-die solutions combined on interposer with HBM. No more huge die.

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