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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 214.90-0.1%3:59 PM EST
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To: neolib who wrote (31483)7/30/2019 5:57:09 PM
From: neolibRead Replies (2) of 73181
 
Question about slower datacenter sales impacting Rome: Lisa says plan is heavily 2H weighted and she agrees their is some softness, but AMD well positioned to grow.

Question about Samsung IP and Frontier impact on financial model: Samsung is multi-year multi-generation for mobile, revenue is about 100M in '19 and this offsets some of the China and semicustom, but not pure IP so some expenses in that. Frontier not material in 19 and 20, but 2021 income.
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