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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75964 319 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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74295......gold / silver recovering ......lots of damage done ......likely to take a THE WATSONYOUTHFebruary 3
74294AMD has made the trip between $200 and $250 now a few times. Nothing to really Joe NYCFebruary 3
74293My handle hasn't ever changed on SI. There is another guy named Elroy JetsoElroyFebruary 3
74292Elroy, what was your handle back then? -TGPTGPTNDRFebruary 3
74291I started at SI in 1996. There was a board labelled AMD something something thaElroyFebruary 3
74290Yeah, nowhere near that. We will be lucky to get into double digits. More likeJoe NYCFebruary 3
74289AMD will probably be down in client a lot less than Intel (which will see a big Joe NYCFebruary 3
74288Yeah, but not 51% YoY I don't think.neolibFebruary 3
74287Did they say client down for Q1? Q1 (and 2?) is where they stand to benefit froneolibFebruary 3
74286The remaining $440m in write-off, still held should correspond to some silicon pJoe NYCFebruary 3
74285Mi600? The director of the High-Performance Computing Center (HLRS) in StuttgarJoe NYCFebruary 3
74284That's the point. They are going to finish supply on the shelves in Q1. To mPravin KamdarFebruary 3
74283Maybe the rumor was just not true. BTW, Helios starting to ship for revenue in Joe NYCFebruary 3
74282re: I think the drop in Q1 vs Q4 MI308 is due to shelved in-situe wafers. SJoe NYCFebruary 3
74281Some of the posters here started in the 1990s, probably in another thread of theKelvin C.P. WangFebruary 3
74280I only heard one thing new from the call. Lisa said that Helios would start shPravin KamdarFebruary 3
74279I think the drop in Q1 vs Q4 MI308 is due to shelved in-situe wafers. Seems thatPravin KamdarFebruary 3
74278Lisa said that not only client will gain share, but also that overall client revJoe NYCFebruary 3
74277Yes, datacenter up, client down, embedded seasonal (?) Considering that guidancJoe NYCFebruary 3
74276Now isn't that a useful metric on AI performance: <i> BTW, overall, neolibFebruary 3
74275Well I see why the AH reaction if you look at this from Toms: <i> Growth neolibFebruary 3
74274Thanks for updating the spreadsheet. In ideal world, we would have a breakdown Joe NYCFebruary 3
74273Thanks again for running the contest. Congrats to Elroy for the win and arrivinJoe NYCFebruary 3
74272Yeah, that may have done the trick. I'm still glad to have beaten you, thougVattilaFebruary 3
74271Here is a little interesting Intel news: tomshardware.com Unfortunately as alwneolibFebruary 3
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