AMD pretty much had hit a brick wall now. Channels have short supply, many titles backordered, pricewatch is empty. I can't imagine how can they grow market share anymore. The estimate of 50% A64 volume increase by Christmas doesn't sound like they have a lot of capacity.
Earnings must be good, but don't expect big surprises. They just can't profit from inreased demand more than they do now.
Good to see that to sum up with flash news, too.
Now it's time for one of the big guys to signal the trend up. There is a lot of shorts and they need to take profit as January is historically a good run. Remaining shorts are smart people, they know that it's bad to be short from september to january. They just need to find the bottom properly and take profit.
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