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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 (33614)	10/29/2019 6:49:03 PM
From: Vattila	Read Replies (1) of 73147

Thanks for reporting on the call! I was listening in too. I agree that it will still take some time for EPYC and Instinct to have material effect on revenue. As mentioned earlier, I will be looking for the quarter when there is a crossover between server and console revenue (perhaps that will be the point at which they start reporting the server segment separately). Other than that, I'll just trust them to keep to the target of double-digit server share by mid-2020. Good news on the call was that Su was pleasantly surprised by enterprise engagement on Rome (made me think of the recent bullish blog posts from Dell and HPE). On the client side, I noticed they mentioned that they expect to strengthen their product portfolio with upcoming 7nm product launch in the notebook sector, especially in the business segment, with enhancements for security and management. So, the Renoir launch should be interesting. Hopefully it will contribute to 2020-H1 as console revenue continues to fall until 2020-H2. Sounds like the console ramp will start in 2020-Q3, at which point it will be a sizable boost to their business.

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