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

To: Kelvin C.P. Wang who wrote (44983)	4/30/2022 10:55:07 PM
From: rzborusa	Read Replies (1) \| Respond to of 72341

Yeppers!

To: Kelvin C.P. Wang who wrote (44983)	5/2/2022 2:52:00 AM
From: Vattila	Respond to of 72341

> I cannot imagine anyone buying server CPU for any purpose would buy INTC unless the purchases were in incumbent long-term contracts. This is a pertinent point. With EPYC now having attained acceptance — and preference — in much of the server market, accelerating share gains should have less friction going forward, unless and until Intel fields a superior product. There is no sign of the latter in the short and intermediate term, and while improved competitiveness from Intel should be expected in the long term, it is a complete unknown for now. AMD has an ambitious roadmap of server products, which they hold close to the chest. With the recent introduction of break-through packaging technologies (hybrid bonding and elevated fan-out bridge), we have but a mere glimpse of the exciting developments AMD may have in the pipeline. Still, Zacks has a pitiful consensus estimate for AMD revenue growth next year. Apparently, they expect growth to collapse to 12%, which is utter stagnation compared to AMD's forecasted growth (which will mainly be driven by EPYC this year), and even well below AMD's financial model of 20% revenue CAGR. Apparently, the analysts expect this at the exact time EPYC competitiveness and sales are gaining remarkable momentum. Unbelievable! Even if the server market growth should suddenly flatline in 2023, even decline, AMD has plenty of share to take. As Lisa Su often says; AMD products are still very much underrepresented in the market, and their growth trajectory is a "share gain story". The low expectations reflect puzzling and dire pessimism about AMD and/or the x86 server market. I expect the estimate to be radically revised upward after the Financial Analyst Day, JUN-09. AMD: Advanced Micro Devices - Detailed Estimates - Zacks.com