The AMD Execution Thread [2021]

Discussion in 'Graphics and Semiconductor Industry' started by madhatter, Jan 29, 2021.

  1. madhatter

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    FY21 guidance doesn't seem that great to me. Q1 looks good and all, but where is the revenue growth in H2? I suppose that they are very supply constrained, I would expect better otherwise considering their current x86 CPU leadership and other things...
     
  2. Bondrewd

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    W-hat.
    Their CAGR is like 20% projected but FY21 is already guided 37%.
    What.
    That doesn't automatically win them slots in things-that-make-money.
     
    #2 Bondrewd, Jan 30, 2021
    Last edited: Jan 31, 2021
    Lightman likes this.
  3. ToTTenTranz

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    Shortly after presenting their most profitable FY ever, Puget Systems had this to say about AMD today:





    [​IMG]

     
    ethernity, Kej, Alexko and 4 others like this.
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