AMD, ARMH, INTC, NVDA Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: neolib who wrote (21847)	1/4/2018 11:33:34 AM
From: stsimon	Read Replies (1) of 72898

I suspect that a lot of large company CIOs are getting asked by their CEO what the hell is going on as a result of the publicity. When these CEOs discover how dependent they are on Intel there is a good chance that there will be some pressure on CIO's to diversify. Perhaps not immediately, but certainly over the medium to long term. Your point about the cloud providers announcements on using Epyc in I/O intensive applications has this situation written all over it. I am not a big believe in coincidence.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next