Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pravin Kamdar who wrote (46852)	11/2/2022 1:58:55 PM
From: neolib	Respond to of 73963

Yeah, that is the problem IMHO. It started with Alder Lake however. Intel is very competitive, and even more so on performance/price as well and both AMD and Intel now have the major products out that will last through most of '23, so the competitive landscape isn't going to change much going forward, which is why I think there is a great need for AMD to articulate what is going on and why its going to change in their favor. Lisa did actually say they are modeling (more or less) a 10% decline in PC for '23. So that is 10% down from where we end this year, and Q4 is going down vs Q3. So if the client space is going down another 10% in '23 what does AMD expect client segment revenue to do for '23? They really gave no hints at all, other than claiming that currently their own sales are below the sell through rate of the OEM's, and they expect to return to closer to the sell through rate sometime after Q4 in '23, but didn't actually say Q1, Q2, 1H, 2H, etc. What is very clear to me is that the compares are going to be ugly in '23. If you read any of the media chatter about AMD its looking at the YoY growths, which overall were still good looking, half of them fail to point out that all the growth would be gone without Xilinx, i.e. AMD is not giving YoY compares with Xilinx YoY compares, they are just rolling Xilinx in magically and claiming that is growth. Yipes, I would think that isn't legal. They should do the growth compare with Xilinx independent YoY as the base, in which case the entire company combined had pitiful growth.