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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 229.76

-0.2%

9:41 AM EST

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To: slacker711 who wrote (38929)	11/18/2020 4:43:32 PM
From: neolib	Read Replies (3) of 72432

Guidance at 4.8B is close to flat Q3 -> Q4, so I wonder how that compares to their normal seasonality. AMD was a bigger guide % wise from 2.8 to 3.0 for QoQ, so Nvidia is guiding for lower growth than AMD. Now part of AMD seems to be console spillover into better Q4 than they had normally expected, because they were lagging a bit in Q3. They admitted that. Just trying to understand if AMD is doing better than Nvidia Q4 vs Q3 in the segments they compete in.

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