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

To: Vattila who wrote (44977)	4/29/2022 10:03:56 PM
From: Kelvin C.P. Wang	Read Replies (1) \| Respond to of 72278

1.03, 5.2, 5.4 Thanks, Vattilla! I was thinking about this contest this afternoon. My optimism is based on the faster ramp of server CPUs. My hutch is most new x86 server CPU contracts went to AMD in recent months. Note I meant contracts; INTC still have the dominant share of server CPU deliveries. But INTC lost huge amount of long-term/multi-year contracts. EPYC deliveries will continue accelerating in the coming quarters.