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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 (53440)

2/1/2024 2:17:53 PM

From: Joe NYC

Read Replies (1) of 72165

Nice analysis there, I am going to look into it in more detail.

But overall, I think the task is mainly swaying OEMs to increase proportion of system offered and investing in AMD brand.

If we consider quality of products, AMD vs Intel, I would estimate:

	AMD	Intel
Server	70	30
Desktop	70	30
Notebook	50	50

IMO, that should be the center of gravity towards the market share should gravitate, once AMD is not shut out of OEMs and enterprises, and branding is where it needs to be.

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