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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 255.09

+7.4%

2:37 PM EST

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To: Joe NYC who wrote (45579)	8/2/2022 5:59:22 AM
From: Vattila	Read Replies (1) of 72295

> It will crystalize that bad Intel results are not because of bad datacenter business, but Intel specific (my speculation). Exactly. And I think you don't have to speculate on that point. Pat Gelsinger said something of vital importance on their conference call: They are going to grow slower than the market in the data centre. That means two things, both positive for AMD: (1) the market is going to continue to grow (despite current softness and uncertainty in consumer markets), and (2) AMD is going to grow faster, i.e. take share. In other words, Gelsinger has himself declared AMD the new leader in the data centre. Gelsinger also said something worth noting about the PC softness: He said they expect the PC market to remain strong going forward; at over 300 million units per year. So there is and will be plenty of unit and revenue share for AMD to take.

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