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To: rzborusa who wrote (71230)10/8/2025 11:52:43 AM
From: Joe NYCRead Replies (1) | Respond to of 72062
 
Anything in the news today, BTW? Stock is up, quite nicely again...



To: rzborusa who wrote (71230)10/8/2025 3:48:34 PM
From: neolibRead Replies (1) | Respond to of 72062
 
What I don't get is why Stacy continues as such a sourpuss. These recent deals with OpenAI (both AMD and Nvidia) are designed for Stacy: They keep GMs high while giving the company anyway. No hit to GMs with an ASP reduction! Stacy should love these deals.