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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 214.87-0.1%Dec 23 3:59 PM EST
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To: Vattila who wrote (33717)10/31/2019 3:46:46 PM
From: neolibRead Replies (1) of 73131
 
I fully agree that Intel's 10nm was not pulled in as I feared it might be. Nvidia remains a wildcard, I think they screwed up by going with Samsung. So both Intel and Nvidia are currently at a process disadvantage, but as I noted, they both have somewhat superior products. Nvidia's process disadvantage will be gone in another qtr or two. Intel's looks set to take a little longer, but I'm pretty sure they will stick to their 10nm Xeon plans, where the lower frequency on large core counts will not be the issue it is for them on the DT.

WRT to notebooks its not clear that AMD has made much progress. They need to get to Renoir.

WRT to datacenter in Q3'19 that estimate of 252M is a bit lighter than mine at 270M but I agree its ballpark.

BTW, look at the history of C&G shown in that chart. AMD needs to demonstrate that they can build a sustained biz in any of their segments. C&G grows from near 400M to around 1100M then craters to near 800M, now back up to 1300M. What will it do next? Note that not all of the crater down to 800M was GPU, some of it was caused by the early spike in Ryzen sales. There has likely been a similar spike in Ryzen 3K DT sales, which won't be sustainable either. Then AMD needs to build the OEM side to make up for that.
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