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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 (33604)	10/29/2019 6:06:40 PM
From: neolib	Read Replies (1) of 73195

data center doubledigit mid next year. What is the share now and for Q4 and Intel reaction: Answer won't give specifics, Q3 is the highest units with Epyc with very fast transition to Rome. Q4 will continue and into 1H20. AMD counts on Intel being aggressive, but feels very good about product, position and readiness. Good OEM support with platforms. Is not this the time to up OP-ex vs GM expansion? Have spent a bit more this year, but happy with their balance of spend vs GM.

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