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To: Vattila who wrote (33645)	10/30/2019 11:46:31 AM
From: neolib	Read Replies (2) \| Respond to of 73619

The argument for Intel IMHO is that they have far deeper pockets than AMD, and are now clearly spending money to try righting their ship. Intel still does have the higher performing core, AMD can't quite close that gap. AMD has the better scalable architecture with chiplets and I/F currently. So a plus and minus for each side. Is it easier for AMD to close the core gap with Intel or for Intel to close the chiplet/interconnect gap with AMD? How do you think of Xe graphics in 2020 and beyond impacting your view of AMD?

To: Vattila who wrote (33645)	10/30/2019 1:33:59 PM
From: Doug M.	Read Replies (1) \| Respond to of 73619

Vattila, thanks for the information on Mosesmann's price target hike to $52. The way that I remember it, he's been the most accurate analyst on AMD's resurgence. Rich now, there are other analysts with $34 to $40's price targets, so they're pretty bullish as well. But I believe that Mosesmann was the earliest - he actually stuck his neck out well before the others when he put on a $32 target quite some time ago - some thought he was off the wall. He obviously wasn't.

To: Vattila who wrote (33645)	10/30/2019 3:52:04 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 73619

You mentioned that you think "we will max out somewhere in your "stable" range around Q3 next year". I presume you then think AMD will fall back. Do you think Intel will come back at that point and put AMD back in my "precarious" or "pessimistic" scenario? Or do you simply find it hard to picture and predict AMD's future beyond that point? A little of both. I think around Q3, the anticipation of the new console tail wind will be in full force -- along with speculation and leaks about Zen3 and Milan. High performing RDNA GPUs and next gen APUs should be kicking in. But, around this time, Intel will be launching a 10nm+ Xe discrete graphics card. nVidia will be releasing their next gen Samsung 7nm Ampere graphics cards. Intel may also be pulling a high core rabbit out of their hat with 10nm Ice Lake Xeon (since high core Xeon will not require high frequency). And, if you agree that the market looks out about 6 months ahead, there could be a top in Q1 of next year. AMD has seen the stars aligning in a way that could not have been expected. Not one, but two Empires will attempt to strike back. That's not to say that they will be successful in stemming AMD's tide, but I want to consider the most risky scenario -- since my balls are on the line. Then, there are macro things like the election and an overdue recession. Like I always say -- it's a crap shoot. You roll the dice, you take your chances. Pravin