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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 249.49

-3.6%

2:35 PM EST

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To: neolib who wrote (44864)	4/5/2022 3:05:19 AM
From: Joe NYC	Read Replies (1) of 72329

On the CPU client side of things, I would not be expecting much of an upside. In addition to Q1 being lower seasonally, AMD's product portfolio still did not have any of the products announced (V-Cache based desktop CPU or Rembrandt), so nothing really new and exciting on the shelves. But there were price cuts, which may have helped volume, but not much in terms of revenue. So that's just one segment. All the other segments should be doing very well, especially datacenter, where most of the growth is, and also where the margins are the best. Client GPU should have perhaps a bit of growth, just from having more wafers... Datacenter GPU is still a mystery...

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