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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75565 320 1 AMD
Emcee:  neolib Type:  Moderated
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73580Windows 11 is same as what kids think of spinach, that they are being force fed Joe NYCJanuary 13
73579<i>With GF and MU in NY, that would also be an option, and would spread riTHE WATSONYOUTHJanuary 13
73578current quarterly contest is an absolute bore........perhaps a bit less so now .THE WATSONYOUTHJanuary 13
73577[X] Rest In Peace Scott Adams. pic.twitter.com/CegmI3s6hQ— Tiffany Savage 🇺🇸 Joe NYCJanuary 13
73576And, how does an analyst know? I know they have their moles for their "checrzborusaJanuary 13
73575With GF and MU in NY, that would also be an option, and would spread risk.neolibJanuary 13
73574Some analysts expect performance leadership for AMD with Mi455 and then even bigJoe NYCJanuary 13
73573I think quarterly revenue would be the best measure. Maybe Vattila can add it aJoe NYCJanuary 13
73572A guy posting results of his utility in just past 3-4 years in last 3 gens of AMJoe NYCJanuary 13
73571...it's all the Trump effect....should be $27 now... not $47........but withTHE WATSONYOUTHJanuary 13
73570<i>Maybe we should start a poll of when AMD revenue exceeds INTC revenue. THE WATSONYOUTHJanuary 13
73569<i>I think it is nuts of TSMC (and Intel) to concentrate their fabs in oneTHE WATSONYOUTHJanuary 13
73568Looks like a cut and paste between INTC and AMD: [X] Wow, strong comments on $Joe NYCJanuary 13
73567So far, all we know is that Helios with MI455 and Venice will be released in 2H.Pravin KamdarJanuary 13
73566And, how does an analyst know? I know they have their moles for their "checPravin KamdarJanuary 13
73565Thanks. Time flies, another earnings season. Both AMD and Intel should have goJoe NYCJanuary 13
73564There has got to be some flexibility for AMD to not be "sold out" of tJoe NYCJanuary 13
73563Yes it's Thursday 1/22. intc.comqgambitJanuary 13
73562It seems like both Intel and AMD will have good Q4. Did Intel announce the day Joe NYCJanuary 13
73561The Intel price action is extremely bullish. Now at ~47/share. They have gone qgambitJanuary 13
73560BTW, how do you split 14-15 billion into 4 quarters? 1.5 2.5 3.5 6.5 So maybe &Joe NYCJanuary 13
73559KeyBanc Upgrades $AMD to Overweight from Sector Weight, PT $270 AnaPravin KamdarJanuary 13
73558Only thing I could find: Interesting comment on server CPU demand. That revenuJoe NYCJanuary 13
73557The fabs are moving to 100% recycling of the water. I don't know how far thJoe NYCJanuary 13
73556Oregon elections are a farce. 800,000 phantom registrations out of 3 million. Joe NYCJanuary 13
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