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

To: Joe NYC who wrote (71664)	10/17/2025 11:50:04 PM
From: THE WATSONYOUTH	Respond to of 72186

It will be up to AMD to put enough pressure on the Panther Lake with Medusa Point, how desirable and for what ASPs Intel can sell Panther Lake. ....yes....it would seem to me that AMD will in short order be awash in sales and to a degree profits.......I'd go on the extreme offensive in the laptop space and corporate space......squeeze any profits out of Intel.....does AMD have a cost advantage to exploit?....how much?....plus, it will make the ARM threat less profitable ....I'd bet NVidia would or will do that.........as I recall, when there is a PC downturn, neither AMD or Intel made much in the way of profits from them......think about 4 competitors in a much down global economy...no body will make ANY money from PCs........other than TSMC