SI
SI
discoversearch

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: Joe NYC who wrote (63145)1/31/2025 8:20:46 PM
From: neolibRespond to of 72155
 
I'm wondering if the timing of new CPU products for AMD vs Intel might have a different impact on the pull forward. But I'm not sure exactly when the pull forward happened because Intel/AMD sell to OEMs well before the final products come into the USA.



To: Joe NYC who wrote (63145)1/31/2025 8:24:17 PM
From: VattilaRead Replies (1) | Respond to of 72155
 
> Part of my curious entry is that perhaps AMD is also "borrowing" some revenue for Q4 from Q1

I figured. Purchase pull-in due to tariff fears could make the server GPU sales even lumpier than the lumpy normal, but hopefully it wont distort the quarters too much, as to completely obscure the underlying growth trajectory.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News