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

To: Pravin Kamdar who wrote (33753)	10/31/2019 5:57:31 PM
From: gzubeck	Read Replies (2) \| Respond to of 73708

If you keep thinking inside the box you would be at $5. Su has had more luck than skill...the growth of server products has been anemic so she traded that instead of better graphics products. She rode the crypto bubble for free...she rode the gaming apu for free...she did have the forsight to work harder with tsmc to compete against intel...her track record with getting sockets with oems has been horrible. Her management of the gpu department has been horrible. The IP alone is worth $15 billion even without any sales...so saying amd would be at $5 was ridiculous. I think what really screwed up amd big time was playing games with GF...GF I would say with delays was probably almost responsible for burying AMD...

To: Pravin Kamdar who wrote (33753)	10/31/2019 7:52:32 PM
From: neolib	Read Replies (1) \| Respond to of 73708

I just try to not sugarcoat things and thus delude myself. Arch and chiplet (lite?) were essential features of Zen 1 too, and if you look, although AMD stock shot up, their market share didn't very much, now we are in Zen 2, also with more arch and chiplet features, but 7nm placing them ahead of the comp, vs Zen 1 which was not process ahead of the comp, and its looking like they finally might make meaningful share gain. Zen 1 just kept them out of BK, not much more. If you look at Epyc1, it was an Epyc failure as a product effectively over its lifespan, it didn't pay back its costs, but it paved the way for Rome, which will make its costs back and more. I think you should cut them a break.