Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Doug M. who wrote (31514)	7/30/2019 6:33:30 PM
From: neolib	Read Replies (1) \| Respond to of 73258

The order of answering the question of best growth by category was PC CPU, then GPU, then Server. Remember that the cloud gaming GPUs ramp in Q3/Q4 as well. That could be significant $. All in all, I would say that Rome is NOT ramping faster than originally planned. Since they didn't feel like tightening the 4-6qtrs up at all, and 4 qtrs is now out to only Q4, then I would say expect 6 qtrs, or mid-2020 to hit the 10%, and as I've noted before, that 10% is not 10% of what Intel calls DCG, but is instead only about 6% of that number.