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

To: neolib who wrote (36838)	4/22/2020 4:54:56 PM
From: Vattila	Read Replies (1) \| Respond to of 75923

Good point. Things can have turned more rosy on the revenue since Lisa Su's remark, but when I posted my numbers at the very start of the month, there was still these conflicting articles from DigiTimes about rising and falling demand — the negative ones probably attributed to the temporary disruption. So I decided to trust Lisa Su on the revenue, i.e. that the disruption probably slowed sales somewhat, but to bet on the positive side for the outlook. However, determined to beat Zacks, I didn't dare go much above their estimates. As I mentioned, they have since raised their numbers, now matching me on revenue, but still on $0.18 EPS and the, in my view, low $1.92B revenue forecasted for Q2. I do really want to see AMD get into that +$2B quarterly revenue rate, though, so I would really love your Q2 number to be on the mark. What is your confidence level on AMD's Q2 target for "double-digit" server share? If they hit it, will it be just about 10%, or well into the teens?