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

To: Vattila who wrote (45563)	7/30/2022 12:40:45 PM
From: neolib	Read Replies (1) \| Respond to of 72342

I'm waiting for Pat to admit that 5 nodes in 4 years is a little too tight...

To: Vattila who wrote (45563)	8/3/2022 12:36:59 PM
From: Vattila	Respond to of 72342

> I still would love to hear the cover story for the thesis that AMD will go from 60% growth to just 13% growth next year. I will go some way toward answering this conundrum myself: Of course, in that 60% projected growth this year is the added revenue from Xilinx. The organic growth from business operations, not including mergers and acquisitions, comes out around 30%, I think. If so, Zacks estimate for 13% growth next year is still less than half of the organic growth projected this year. I think we will see estimates raised as we approach end-of-year. The upcoming releases of the next generation of highly competitive products should help analysts see new drivers of additional growth.