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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 258.86

+9.0%

3:59 PM EST

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To: neolib who wrote (35072)	1/30/2020 12:36:13 PM
From: Pravin Kamdar	Read Replies (1) of 72311

Neo, I figured that either you were dead, or in Costa Rica. re: 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! While they obviously have their reporting segments divided to obfuscate, if semicustom will, indeed, be negligible in Q1, than that leaves EPYC numbers bare -- doesn't it? Rome adoption is clearly not as hoped for due to the power of the Intel monopoly. Got to get to Milan. 2H is heavily back end loaded for all segments. I think 45% full year margin, considering the lower margin semicustom in 2H, is not bad. We have RDNA2 big Navi coming, but nVidia also has 7nm Ampere coming. Pravin

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