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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.69-4.7%12:03 PM EST
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To: Art Bechhoefer who wrote (146034)5/8/2018 3:53:07 PM
From: THE WATSONYOUTH1 Recommendation

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sag

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Yet, isn't it a fact that the Centriq chip is now commercially available and has been found suitable for at least certain types of cloud servers?

..........AMD EPYC x86 commercially available since June 2017.........and particularly favorable for cloud servers among most of other things...............volume adoption by Baidu and Microsoft to date with additional announcement from other cloud service providers coming this year............AMD on pace to end year with 5% server share..............I estimate at least 28M x86 server chips sold each year at perhaps $600 ASP although median SP is much lower.............so AMD likely at 1.4M server chips this year at perhaps $400 ASP adding about $560M in revenue (42% of their projected 25% overall revenue increase this year)...............and I expect at least another 5% share gain next year......................and then there is EPYC 2......sampling to customers later this year...........to be released by this time next year on 7nm...............likely to be 16 cores / 32 threads per chip and 4 chips in an MCM tied together with AMD's infinity fabric............yielding a 64 core / 128 thread MONSTER at around 200W...................so what does Q have????


And isn't the cost of that server well below its Intel competition, along with power consumption?

.............so is EPYC
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