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

To: neolib who wrote (46851)	11/2/2022 1:04:20 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 73916

Lisa did not come clean about the competitive disadvantage AMD has with Zen4 vs Raptor Lake. She had many chances, but did not come clean.

To: neolib who wrote (46851)	11/2/2022 1:56:09 PM
From: Vattila	Read Replies (1) \| Respond to of 73916

True, the cratering of the Client segment was pretty dramatic, and apparently due to competitive dynamics in a weak and volatile market. However, like Lisa Su, I have confidence in AMD's product portfolio in the long run, and I don't think this quarter will be characteristic of future performance. I think share gain against Intel is likely to continue in the overall PC market. By the way, here is my segment results chart for the completed quarter, as well as for the previous quarter, for comparison. As you say, the contribution from the Embedded segment is now pretty remarkable with the strength of the Xilinx business. The operating income from Embedded almost equal Data Centre and Gaming combined.