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

To: Vattila who wrote (33767)	10/31/2019 8:16:39 PM
From: neolib	Read Replies (1) \| Respond to of 73129

BTW, I think that AMD might match Nvidia on the revenue side while still being in your "Stable" category, but they won't match earnings quite yet. Nvidia's P/E is still pricey. It will be interesting to watch Nvidia through 2020, because I think some of their segments will be under pressure. In the data center I still expect custom silicon to start displacing GPUs, there are signs that PC gaming is under pressure, and that could come more so with online gaming, and AMD might get a larger fraction of those sockets, and the automotive side I think is still wide open, so how Nvidia fares there longer term remains to be seen. They will get back to $3B/qtr, but can they grow faster than AMD?