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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 257.04

+8.2%

3:48 PM EST

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To: Vattila who wrote (40612)	4/4/2021 8:26:13 PM
From: Pravin Kamdar	Read Replies (1) of 72296

My reasoning is that I have seen serious supply restriction in Q1, but should still be toward the top of guidance. New reports of 20% increase in supply in Q2. In fact, over the last two days, I have seen 5900X supply coming into Amazon. This was 100% absent in Q1. So, my numbers are lower than yours for Q1 due to supply constraints, but higher in Q2 due to extra supply. The consoles are still selling out in minutes, so that will not be a head wind. Perhaps only for margins. But I suspect that EPYC will counter.

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