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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 233.54-1.8%Nov 7 9:30 AM EST

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To: Joe NYC who wrote (50854)8/1/2023 3:31:19 PM
From: Pravin KamdarRead Replies (2) of 72217
 
So either extreme mismanagement of client business or extreme manipulation of the market by Intel.


Last quarter, Lisa said nothing about correcting this problem. It's as if AMD doesn't think this is a problem.

Yes, and yes.

The contra dollars are still in place, and the mind share is still in place. A $500 million ad campaign is in order. But, AMD has no history of that -- fighting for mind share.

Pravin.
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