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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 237.62

-7.2%

Nov 6 3:59 PM EST

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To: Vattila who wrote (53395)	1/31/2024 11:56:26 AM
From: Joe NYC	Read Replies (1) of 72163

Thanks for running the contest, as professionally as always. And congrats to winning this quarter. I was expecting another ~$300m increase in client, which did not seem to have happened. You had a good post about Intel's resiliency in the client space, It seems to still be holding up. We will see what happens with the new gen laptops. I did another search, and what I came up with is that Intel is planning to ship 40 million "AI PCs" in other words Meteor Lake. Which is a very low number would indicate a slow ramp (if this number is real at all.

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