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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 233.54

-1.7%

3:59 PM EST

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To: Vattila who wrote (60070)	11/1/2024 2:44:41 PM
From: Joe NYC	Read Replies (1) of 72186

Re: Client segment. If you go back in your chart, and AMD had nearly $700m operating profit in client segment at one point. That was based on revenue that was 300m higher. Now we are at $276 operating profit, and in good position to regain that old level of profitability. Intel is simply not going to be in position to dump / staff channel. Intel's current CPUs have higher cost than AMD CPUs, and old Raptor is becoming radioactive. Nobody will want to touch it. How radioactive? Intel lost $457m of desktop revenue from Q2 to Q3. This was all Raptor Lake. This desktop revenue was offset by $400m increase in notebook revenue, but Lunar Lake notebook CPUs include memory, so part of the notebook revenue is a fake revenue. Just reselling memory at cost. Even after this desktop segment disaster, Intel still has $2 billion in desktop revenue (far more than were were using in our assumptions). From Intel 10Q:

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