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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 243.98+4.5%Nov 10 3:59 PM EST
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To: neolib who wrote (45543)7/29/2022 1:25:39 PM
From: Joe NYCRead Replies (3) of 72231
 
I really am struggling to understand what the impact on AMD will be for the Q2 report. The hit Intel took in CCG is the concern. AMD was not suddenly more competitive in Q2 in that segment, they were clearly a good deal worse off than they have been for quite some time in fact.
Rembrandt based notebooks, which in theory could have impact, were nowhere to be seen in Q2, so they most likely did not have any impact... Cezanne? Probably not very likely... So, I too am wondering about AMD client side.

One explanation could be that there was too much inventory of Intel notebooks in the channel, then the realization came that it's too much inventory going into recession and sales tanked while this inventory is being sold off... But same could apply to AMD...
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