5/6/19 SemiAccurate Conference Call AMD 28.22 to 27.42

https://www.reddit.com/r/AMD_Stock/comments/bll3pp/notes_from_semiaccurates_cc_with_susquehanna_this/ Charlie Demerjian of SemiAccurate did a conference call with Susquehanna today. A Reddit user Long_on_AMD did an excellent job making a long list of all the pertinent highlights. Here are just some of the points: Intel's 10 nm effort will be a slow rollout, paper launch, and capacity is constrained because only one or… Continue reading 5/6/19 SemiAccurate Conference Call AMD 28.22 to 27.42

4/29/19 Dell to Use More Epyc AMD 27.88 to 27.69

https://www.itpro.co.uk/server-storage/33538/dell-set-to-triple-its-amd-server-offering [This has not gone unnoticed by Dell. The company currently offers three server platforms that use AMD chips but Dominique Vanhamme, the company's EMEA vice president and general manager for storage and compute told IT Prothat the company is planning to triple the number of AMD-based platforms it offers by the end of the year.… Continue reading 4/29/19 Dell to Use More Epyc AMD 27.88 to 27.69