AMD, ARMH, INTC, NVDA Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 246.64

+5.6%

10:47 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Pravin Kamdar who wrote (50839)	8/1/2023 1:43:23 PM
From: Vattila	Read Replies (1) of 72226

Yeah, Embedded has been pretty solid since the acquisition. Gaming may see some decline, but the segment is pretty dependable as well, based on the console contracts. Considering the possibility of missing guidance, I guess the real worry is Client, as Neolib points out. AMD expected it to be rebounding. If it is down, analysts may be disappointed, especially if Data Centre is flatlining. But, as always, I guess the market reaction is all about the guidance. It would be cool if they have secured some material Instinct MI200 series sales while we wait for MI300 in Q4. Anyway, Tandoori Salmon Tikka is on its way, with a plethora of starters and sides (including Momos, of course), as I prepare to celebrate the report and fallout.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next