Right now’s assessment amd inventory worth evaluation & prediction for 2020.
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3 COMMENTS

  1. The earnings are coming up soon.

    A) Amazon listed AMD as dominating the top 10 CPU sales thru all of the Christmas season.
    B) The top tier parts, highest margin, sold out repeatedly. AMD had to order more wafers from TSMC. They sold more than they estimated.
    C) Intel wasn't able to meet customer's demand in the majority of quarter. With Major OEMs stating they were going to use AMD parts until Intel got there crap together.

    This should be a VERY good earnings report.

    The next quarter will have a tough act to follow.

    I expect pop around the earnings report, provided no bad news from the trade deal or Iran situation. There will be some follow through but profit taking will eventually hit due to valuations being so ridiculous right now.

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