Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Vattila who wrote (36837)	4/22/2020 4:34:14 PM
From: neolib	Read Replies (1) \| Respond to of 75907

That's what I call hopeful! Lisa's comments were made March 5, and while they should have had good visibility to the end of the month and hence end of the qtr, the tea leaves since then have been that Mar was very good for the PC/datacenter side of life, I'd say better than what was known on Mar 5. But did any of that get booked in Q1, or is it part of Q2? I think Lisa will definitely beat the low end revision. But will she then sandbag for Q2? If AMD can't beat on Q1 and Q2 given the current PC/datacenter situation, things are grim IMHO.