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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 237.57

-2.6%

Nov 11 3:59 PM EST

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To: Vattila who wrote (35059)	1/30/2020 11:34:31 AM
From: neolib	Read Replies (3) of 72278

Thanks for running the contest. I've been gone for a couple of weeks to the jungles of Costa Rica again. Had a nice time, but I really need to plan these trips to avoid AMD earnings! I miss too much excitement! Did anyone listen to the CC and was there any good "color" on anything? I've just read the PR from AMD, and one thing that really jumped out at me is the use of "negligible revenue" from consoles in the current quarter. Is it really the case that a business segment which was cr $600M/qtr a few years back has gone to zero?? No wonder AMD refuses to have transparency in their business segment reporting! IMHO, the report wasn't too bad, but of course the runnup in the stock has been pretty extreme. YOY full year growth projections ain't too bad either at 28-30%, that is near $2B increase in sales for the year. It looks like CPU traction is pretty good, given the C&G sales of over 1.6B last Qtr, and mostly the increase attributed to CPU not GPU. CPU was thus close to $1B last Qtr I would hazard, quite the reverse back in the peak of the bitcoin craze. I wish those numbers were reflected better in what is available at retail. But they are selling them to someone. Did they provide any hints of numbers for server CPU marketshare, and the 10% point which should be by the end of 1H20? IMHO, the server revenue seems to be growing slower than all the noise has hinted at. But this goes back to Lisa's comments now from some time back, that Ryzen was the growth driver through about 1H20. Seems to be the case, despite most of us thinking AMD would hand Intel their head in data center.

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