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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 219.83+1.1%Dec 1 3:59 PM EST

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To: neolib who wrote (43320)10/26/2021 5:42:22 PM
From: neolibRead Replies (1) of 72665
 
Was supply issues more on the client or data center side? Will better supply have pricing issues relative to Intel?

PC side not so much CPUs but other components. On 2022 Lisa seems to be pointing to higher mix rather than price competition as the path to take.

Sequential operating margins? Investments and go to market expenses.
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