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: neolib who wrote (33601)	10/29/2019 5:56:14 PM
From: neolib	Read Replies (1) \| Respond to of 73198

Q&A: Confused question on TCO: Rome has good TCO across all loads. Server purchasers are very sophisticated, and TCO is an important factor, dah??? Q2: share gain in 2020 gating factors, chip availability, etc: Very strong start for Rome launch, full qtr of revenue, qualifications are going factor for Rome vs Naples. OEM support very strong. 7nm ramp availability, three full product families ramped very well, very pleased and a fast ramp. Feel very good about availability.