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To: neolib who wrote (33617)	10/29/2019 9:25:03 PM
From: neolib	Respond to of 73147

The first 15% data center figure was perhaps from 1Q19, not 4Q18: Message 32262242

To: neolib who wrote (33617)	10/29/2019 9:39:54 PM
From: Pravin Kamdar	Respond to of 73147

My take. EPYC Rome is not gaining the traction that it deserves. A problem with competing against an entrenched monopolist. 10% server share pushed out to the limits of initial guidance. If the TAM is really growing, then that could have some lipstick on it. Data center GPUs are down. WTF? How can that be with Google and MS cloud gaming coming on line? Margin expansion not as good next year as some expected. Legacy product mix, blah, blah, blah.. 16 core Ryzen and Threadripper on track to be released in the next few weeks. Next gen APUs going into next year. Enterprise progressing better than expected (in relation to the expected lag). Of course, a good tail wind in 2H 2020 due to next gen consoles. I found the most interesting thing was from what came from a late question about process vs architecture. Lisa said that they will intersect the 5nm node when it makes sense (Zen4). But she said they are relying more on architecture. That good news to me. That means that they have some tricks in the works. And, of course, they will also benefit from node shrinks. To me, as an investor, the main question is, is the 2020 story still in tact? From what I heard, the story is still in tact, but exponential server gains should not be anticipated -- at least until Milan (my conjecture). Tomorrow will be more telling, but it doesn't look like we are dropping back to the $20s. I'm sure the short hedge funds are still in meetings discussing how they are going to coordinate a raid on the stock price tomorrow. They know if they can push it down a lot soon after the open, that it will fill longs with fear-uncertainty-and-doubt -- causing many to give up their shares. If that happens, I'll buy a few more. This still looks good until Q2 2020. Pravin