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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 (31490)	7/30/2019 6:06:36 PM
From: neolib	Read Replies (2) of 73184

LOL, Stacy on GM's 2H Q4 will be massively to new products at >50 GMs, so why is YoY GMs flat? Q3 to Q4 product mix will be better, and semicustom down, will guide more on Q4 later. 100M from Samsung is part of the 20% growth san semicustom. Yes its part of the 20% growth and offsets weakness in China entity list (THATIC!) and the 100m has a GM above corp average.

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