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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: Pravin Kamdar who wrote (35494)	3/5/2020 10:43:22 AM
From: neolib	Read Replies (1) of 73511

I agree with his comment on that win being a leading indicator for data center as well. I'm very curious if AMD lowers guidance for the current qtr and 1H and possibly 2020 FY this afternoon, or whether my guess about data center making up the slack comes through. Its hard to see the PC side not taking a hit given all the other data pointing in that direction. Its a coin toss. BTW, your puts look largely safe, IIRC, they were all below 49?? Are you going to close them out today before the close or ride through tomorrow and try to collect the full $ with them worthless??

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