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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: Vattila who wrote (33615)	10/29/2019 8:54:06 PM
From: neolib	Read Replies (3) of 73147

Trying to estimate a few numbers here, as we rarely get these glimpses: 4Q18 1.42B x 15% = 213M for total data center split about 50-50 GPU vs CPU: => 105M each. 3Q19 1.8B x 15% = $270M for total data center, and we know that GPU trended down a bit in Q1 & Q2, while CPU trended up a little, and then CPU grew 50% in Q3. Assume in Q2 GPU about 90M, CPU about 140M, then in Q3 CPU would gain 70M to be 210M and GPU would shrink to about 60M. Now Lisa said strong double digits for server CPU growth in Q4, so lets take that near 20%, so 210 x 0.2 = +42M in Rome sales in Q4 getting to about 250M. Meanwhile Console is about 525M - 210M = 315M, vs about 625M in 3Q18, so indeed its fallen in half in one year.

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