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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: neolib who wrote (31488)	7/30/2019 6:04:08 PM
From: neolib	Read Replies (1) of 73183

Which new products have the biggest upside surprise vs expectations? DT 3K doing very well, products on schedule, goal is now revenue growth in 2H Game console wins: Ramp and inventory, GMs, Ramps are typically 2nd half weighted, margins will be below corporate averages, % of semicustom will decrease vs the rest of the biz.

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