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: Vattila who wrote (50827)	7/30/2023 8:11:14 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 72205

Interesting, but do we know how old those guesses are? Have you run Q1 through your accuracy equation?

To: Vattila who wrote (50827)	7/31/2023 12:02:43 PM
From: neolib	Read Replies (1) \| Respond to of 72205

The problem with being too optimistic about AMD in Q2 is that their core markets were known to be sluggish (client and data center CPU) while their products in the hot market segment (data center GPU) aren't ready yet (MI300). Meanwhile we know that Intel picked up in client CPU as much as AMD has in total sales there, yet the market was poor. Meanwhile the overall semi sector is not so hot, so Xilinx portion is likely seeing reduced growth as well. However, given that AMD actually guided down for the qtr whereas NVDA guided up massively, and INTC succeeded in growing, its possible that AMD's guidance was massively sandbagged, and they are going to beat handily. But Lisa doesn't have a history of doing that IMHO, so I'm guessing the 5.3B was an honest shot at what they expected, and I don't think market conditions have been much different than expected. Its possible that the MI200/250 et al have gotten much better traction due to the NVDA shortages in data center, and that this has magically come to AMD's rescue. We find out tomorrow!