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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 237.57

-2.6%

Nov 11 3:59 PM EST

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To: Vattila who wrote (49695)	5/1/2023 3:57:57 PM
From: Joe NYC	Read Replies (1) of 72278

Good idea about adding Bing Chat entry. BTW, I am pessimistic on client in Q3, mainly because of inventories, and expect that to be behind us in Q2. "Normal" inventory levels and, so selling in = sell through in Q2. Also, some new products in notebook area kicking in, and also some of the desktop V-Cache products being sold at higher values (and higher ASPs) all starting to kick in in Q2. Datacenter - hopefully steady, with some growth in Q2 after probably flattish Q1.

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