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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 214.990.0%Dec 26 9:30 AM EST

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To: neolib who wrote (33601)10/29/2019 5:56:14 PM
From: neolibRead Replies (1) of 73198
 
Q&A:

Confused question on TCO: Rome has good TCO across all loads. Server purchasers are very sophisticated, and TCO is an important factor, dah???

Q2: share gain in 2020 gating factors, chip availability, etc: Very strong start for Rome launch, full qtr of revenue, qualifications are going factor for Rome vs Naples. OEM support very strong. 7nm ramp availability, three full product families ramped very well, very pleased and a fast ramp. Feel very good about availability.
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