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To: Doug M. who wrote (33635)	10/30/2019 10:02:34 AM
From: neolib	Respond to of 73147

IMHO, they are executing solidly, but given Intel's report, my expectations for a bit of upside were higher. The stock reaction so far has been about the most muted response to a qtrly report that I can remember. AMD normally goes either up or down. But the day is yet young, and the FED is up before the close.

To: Doug M. who wrote (33635)	10/30/2019 11:07:56 AM
From: Vattila	Read Replies (1) \| Respond to of 73147

> With regard to Rome, in my view, a $1 billion annual run rate [at +50% per quarter, as stated by Lisa Su, and projected to land at $250M for 2019-Q4 by Neolib] and growing fast (from nothing about two years ago) is pretty damn good. I concur. If they keep up the EPYC growth rate at +50% per quarter, and we assume Neolib's estimate of $250M for 2019-Q4 is in the ballpark, we are looking at $375M for 2020-Q1, $563M for 2020-Q2, $844M for 2020-Q3 and $1266M for 2020-Q4, which sums up to $3.05B for the full year 2020. That is what exponentials can do. Above some number, a certain amount of traction, the growth quickly becomes material and remarkable. The question is whether Neolib's estimate is accurate and whether AMD can sustain the EPYC growth rate.