Intel Corp (INTC)

[Andy Grave]

https://cc.talkpoint.com/cred001/112816a_as/?entity=54_FBH3EQX

AMD's Lisa Su at Credit Suisse

.....ZEN desktop in Q1 2017.....ZEN server in Q2........ZEN notebooks in second half.......VEGA GPUs in 1st half.......sees server TAM at $15B......aspires to double digit server share over time starting at <1%......addresses about 80% of server market...............all great potential for AMD stock price gains even with minimal effect on Intel.....of course, we won't know the actual effect for some time.......but AMD is not going away....very focused on EXECUTION as they never have been before.......building long term road map......many opportunities as additional R&D money becomes available.......again...I find it just incredible that "investors" here could not see beyond their myopic Intel focus to take advantage of a very rare (in these times) investment opportunity..........I maintain it is because the so called "experts" on this board are hardly "experts" at all.