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To: neolib who wrote (31270)7/25/2019 5:59:02 PM
From: neolibRead Replies (1) | Respond to of 74034
 
IMHO, the biggest take away is that 10nm yields must still suck. Very good news for AMD...



To: neolib who wrote (31270)7/25/2019 6:03:31 PM
From: Pravin KamdarRead Replies (2) | Respond to of 74034
 
Intel up 5%. AMD down for the day. I guess the proof is gonna have to be in the pudding come next Tuesday. Cross your fingers.

AMD 2H guidance should dwarf Intel's. Will it be enough compared to what is already priced in? You roll the dice, you take your chances.

Pravin


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