AMD Conference Call CFO Prepared Remarks
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  • Haawser - Sunday, February 2, 2020 - link

    It's not only mobile that 7nm APUs could disrupt. Fact is that ~70% of all desktops rely entirely on integrated graphics. Truth is that things like the millions upon millions of 'OEM office boxes' that are sold to corporate buyers every year are probably 99% dependent on iGPUs.

    And the desktop versions of 8C/16T 7nm APUs will be gunning for those too.
  • ballsystemlord - Sunday, February 9, 2020 - link

    Spelling and grammar errors:

    "There are some discussions about 'pockets of shortages', but as I said before we've been on this steady increase in market share now for the last eight quarters, and we believe we -->gain share in Q4 as well. So I think what we see is just the portfolio getting a lot stronger."
    Should be "gained" or "will gain".

    "LS: I think if you look at it, the predominant factor if you're talking about Q1 guided 46% versus full year at 45%, it's just as we wrap those consoles,
    there's some there's some impact of that."
    Might have been her mistake, but you have a duplicate set of words:
    "LS: I think if you look at it, the predominant factor if you're talking about Q1 guided 46% versus full year at 45%, it's just as we wrap those consoles, there's some impact of that."
  • jenniferdehner9@gmail.com - Friday, February 4, 2022 - link

    <a href="https://www.google.com/">Google</a> paul graham's hierarchy of disagreement. Wake me when you learn to debate. It's not my fault you don't get what a Q report is or how to discuss it's contents...LOL.

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