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

To: rzborusa who wrote (44982)	4/30/2022 10:29:56 PM
From: Kelvin C.P. Wang	Read Replies (2) \| Respond to of 72332

I certainly hope you win, rzborusa! I cannot imagine anyone buying server CPU for any purpose would buy INTC unless the purchases were in incumbent long-term contracts. INTC has no competitive server CPUs until 2025 if its roadmap is realized, which by itself is optimistic, and not realistic in my opinion.

To: rzborusa who wrote (44982)	5/2/2022 1:54:47 AM
From: Vattila	Respond to of 72332

> It seems almost impossible to over estimate AMD. The last two years have certainly beaten outlook consistently, which I guess is down to AMD not making optimistic exponential growth estimates, but apparently cautiously projecting growth mostly according to visibility (customer commitments), not forecasting much acceleration beyond that. However, as EPYC has snowballed over the last three years, its contribution has been exponential (as can be seen in the estimated graph below), and this is likely to continue, until share gains against Intel becomes harder, or the x86 server TAM is exhausted. AMD's data centre revenue is now well beyond a billion per quarter, and if the growth continues at the current rate (>100% annual), we should comfortably pass two billion per quarter by the end of this year. The Next Platform estimates $2.3B data centre revenue in 2022-Q4, with slightly lower annual growth at 71%.