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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: frmrVZguy who wrote (31312)	7/27/2019 7:36:01 PM
From: neolib	Read Replies (1) of 73516

Well they did repeatedly complain about memory pricing, so sure, the GMs there are an issue. WRT to the modem group Opex, what they didn't address and nobody seemed to ask is what will happen in their comms infrastructure 5G plans. Are they keeping a modem group for that? I took the comment you referenced to simply reflect half a year in '19 vs saving twice that much over a full year if they still had it and were still spending at the same rate. But I found it confusing as to whether this was income from the sale, vs reduction in the current rate of opex spending on that unit. So I don't know what they are saying.

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