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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
47814 254 1 AMD
Emcee:  neolib Type:  Moderated
This board is primarily for discussion about AMD, but related companies such as Nvidia, Intel, ARM, and the emerging players in RISC-V and GPU/AI/ML chips are also relevant.

Please be polite to other posters, don't endless bash any company, and try to stay on topic.
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47814AMD 2022-Q4 EPS Contest (non-GAAP) User EPS Revenue Outlook fastpathguru n/a nVattila4 hours ago
47813This is going to be a "fascinating" situation for INTC: low utilizatioKelvin C.P. Wang9 hours ago
47812Intel's fab utilization rates dropped significantly in 4Q22 and the trend wiTimFyesterday
47811A very interesting quote in that link: <i>or bought from Ampere Computingneolibyesterday
47810Thanks, Pravin! Unless INTC has a flawless execution from now to 2025 per theirKelvin C.P. Wangyesterday
47809nextplatform.comPravin Kamdaryesterday
47808We might find out on Tues the tipping point has already occurred. So far, AMD hneolibyesterday
478070.72 5.7 5.8 My optimism is based on INTC's manipulation of inventory and dKelvin C.P. Wangyesterday
47806<<Just recently, AMD officially launched its 4th Gen EPYC family codenamedrzborusayesterday
47805<i>Wikipedia that Intel had ran a contest to find the best branch predictneolibyesterday
47804On the AI language model revolution and the GitHub Copilot coding assistant — JiVattilayesterday
47803AMD 2022-Q4 EPS Contest (non-GAAP) User EPS Revenue Outlook fastpathguru n/a nVattilayesterday
47802$0.63, $5.4, $5.6 Mostly cherry picked from the known good pickers here abouts.rzborusaSaturday
47801I need to update my EPS. I'm going with 0.69 instead of 0.64. Last qtr, AMneolibSaturday
47800For those interested in AMD/ATI history, here is a nicely done YouTube video, foVattilaSaturday
47799Intel CEO Pat Gelsinger on Yahoo Finance, defending their execution, roadmap andVattilalast Friday
47798Lisa Su back on The Bring Up, gushing over an Instinct MI300 sample: [youtube vVattilalast Friday
47797AMD 2022-Q4 EPS Contest (non-GAAP) User EPS Revenue Outlook fastpathguru n/a nVattilalast Friday
477960.64, 5.4B, 4.8Bneoliblast Friday
47795This is an interesting company, its the one I used to play with Stable Diffusionneoliblast Friday
47794Could you not make servers much cheaper from networked 16 core 7K based PCs??neoliblast Friday
47793BTW, I came across a tidbit that Bergamo will be selling for $15,000 (MSRP?) andJoe NYClast Friday
47792If I ask for a realistic painting of a tree by a lake, it looks very much like ineoliblast Friday
47791Supposedly, these are all original, and it won't generate the same image aganeoliblast Friday
47790If I change path to stream I get the following: [graphic]neoliblast Friday
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