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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75774 321 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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73929If AMD is only marginally supply constrained, they are going to gain a lot of maPravin KamdarJanuary 22
73928Datacenter is up from 4.1 to 4.7 QoQ. That's the only bright point.Joe NYCJanuary 22
73927I am about to start listening to it myself.Joe NYCJanuary 22
73926I've been gone so couldn't listen to the CC, but the stock is down nearlneolibJanuary 22
73925They used to be 500M/qtr IIRC. Not sure how long ago though.neolibJanuary 22
73924....maybe $1B a quarterTHE WATSONYOUTHJanuary 22
73923This is the first quarter without Altera. I have to look into the details of hoJoe NYCJanuary 22
73922there is a gap in 2024 around 7/29, the top of the gap is ~$30rzborusaJanuary 22
73921<i>On the surface, Intel numbers look "meh"</i> ....wo c&THE WATSONYOUTHJanuary 22
73920Client was supposed to be in middle of worst shortage, with prices rising, and sJoe NYCJanuary 22
73919I find it very odd that client declined in Q4. Was the memory price issue bitinneolibJanuary 22
73918They look worse than MEH IMHO. I wonder what "color" or should I say neolibJanuary 22
73917Also guiding for EPS of 0 (Non-GAAP) for Q1.neolibJanuary 22
73916Client 8.2B vs 8.5B QoQ, so declined in Q4 Data center flat at 4.1B for both quneolibJanuary 22
73915On the surface, Intel numbers look "meh"Joe NYCJanuary 22
73914INTC: 13.7B, down 4% YOY. 0.15 EPS. Guide: 11.7-12.7B (that is down more thaneolibJanuary 22
73913Yeah, that is what I've been saying for a long time, their models have a 6-mneolibJanuary 22
73912I think he is right. Compute hardware is the moat, not the models. [X] ComputJoe NYCJanuary 22
73911AMD just announced 9850x3d price: $499 That's a very competitive price, consJoe NYCJanuary 22
73910.....OK Austin..........should be some icing but far worse north of you toward DTHE WATSONYOUTHJanuary 22
73909My area has the warmest winter on record so far...neolibJanuary 22
73908You should have a plan in place in case the electric grid goes down again. FiTigerPawJanuary 22
73907Intel reports today, place yer betsrzborusaJanuary 22
73906Near Austin. I was hoping that the streets would have enough heat content to notPravin KamdarJanuary 22
73905From Yahoo<finance Jan 22 (Reuters) - General Motors is moving productiorzborusaJanuary 22
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