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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75380 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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73940A post at Semiwiki claimed they said that 10% of their fab output now was on EUVneolibJanuary 22
73939Intel did not close any fab, all the cleanroom is still there. What is a compleJoe NYCJanuary 22
73938There was another question about sever TAM, asking if this TAM is growing and InJoe NYCJanuary 22
73937Given that INTC annual revenue peaked near 80B and its now 53B that is about 2/3neolibJanuary 22
73936Stacy asks: WIth the guidance for Q2 (12.2 vs. 13.7) server has to be down. HoJoe NYCJanuary 22
73935I am listening to Q+A and so far, only one vague comment in relation "increJoe NYCJanuary 22
73934Did they say nothing about memory price impact on client in the current qtr and neolibJanuary 22
73933Ah, I need new glasses I thought it was 4.1. So that was an improvement, which neolibJanuary 22
73932....after Trump at Davos speech ....money is pouring into GOLD ....ALL ABOARD! [THE WATSONYOUTHJanuary 22
73931Internal wafers diverted to server will not come out until late in Q1, so througJoe NYCJanuary 22
73930Intel server business was 19% higher QoQ, and Zinsner said it would have been &qJoe NYCJanuary 22
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
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