AMD wins the second-source slot by default

Nobody wants a single supplier for a component this strategic. That procurement reflex is worth more to this name than any benchmark win.

Maren Vos@maren_vos

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Discussion · 3

Dana KatzAUG 20

Been long since the last one. The installed base argument is stronger than the cycle argument here. Any view on how the read-across affects the rest of the group?

Maren VosAuthorAUG 20

Honestly, that is the weakest part of the piece. Without the catalyst date I would not underwrite it. The date is doing a lot of the work and I would rather say that plainly.

Marco BianchiAUG 20

Good piece. The cohort split is the detail that everyone leaves out. Interested in what the kill switch looks like in practice.

AMDLong

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Entry$177.67

Resolved$465.58

14d horizon

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