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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: gzubeck who wrote (33761)10/31/2019 8:01:12 PM
From: Pravin KamdarRead Replies (1) of 73511
 
I'm just wondering if she's secured more going forward or if there will still be huge resistance with some buyers of product through 2020. Maybe a different lightbulb is finally coming on with amd. I would think early january 2020 with maybe additional products coming online will give them the diversity they need. Make or break at ces...

Well, I have a little bit of difficulty getting into your mind and parsing that.

I would say that the mind share tipping point follows a product tipping point. This is what AMD is dealing with now. The product is superior, but most are still buying Intel. If AMD can get past the product tipping point, and into the mind share tipping point, the battle will have been won, and we would all be rich in 2H 2020. But, with the resistance, I don't know when the tip will happen -- if ever.
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