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

To: Pravin Kamdar who wrote (46782)	11/1/2022 12:30:03 PM
From: neolib	Read Replies (2) \| Respond to of 72232

Intel is guiding down, 5% at the midpoint, and their spread is wide (14-15B). Yet Intel grew client QoQ for Q2->Q3, unlike AMD where client fell 54% QoQ. But Intel struggles in data center, while AMD is still growing. BTW, EPS should be about 0.80, but everyone is below that. I lowered mine to 0.75 because I think some of the hits might be non-GAAP, but if one believes the pre-announced numbers, EPS should be 0.80 on the nose non-GAAP.