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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 240.58

-2.5%

3:59 PM EST

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To: rzborusa who wrote (16130)	6/2/2016 6:55:56 PM
From: neolib	Read Replies (1) of 72411

Sooner or later someone will put either of them or both to the test, That is exactly what the mobile Fad has done for the last 5 years. Neither Intel nor Nvidia, nor AMD figured out how to play that one. I think the writing is on the wall for VR as well, mobile is going to own it. The PC side will have way smaller volumes. AMD is going to be proud of selling $200 GPU cards, in the possibly 5M/yr range if they are lucky, and Qualcomm will sell a few 100M/yr leading edge SoCs with ever improving GPUs on them so that every phone can be a VR headset. And fewer and fewer young people growing up will own a PC, they'll just have their smartphones and some accessories for them at home.

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