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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 215.11+0.1%Dec 24 12:59 PM EST
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To: neolib who wrote (33612)10/29/2019 6:27:07 PM
From: neolibRead Replies (1) of 73149
 
Trying to get data center %:

Says data center % of revenue about the same as prior qtrs (15%??) ouch, so data center GPU down while EPYC up strongly 50%, means data center GPU had to tanked?

Lisa says process technology is not the main driver going forward. Will transition to 5nm when the time comes. Arch is where the highest leverage is.

End of call.
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