AMD Beckons Investors to 'Next Horizon' Event

Nov 3, 2018
After the Fall
In a note to clients published Friday, November 2, 2018 Bank of America Merrill Lynch analyst Vivek Arya argued AMD's Next Horizon event will be AMD's Phoenix act - whereby the company rises from the ashes of its inglorious Q3 report on GPU excess inventory and moves into the beginnings of market share accumulation on the back of its Ryzen and Epyc PC and server chips. This is the part of the AMD story Cowan analyst Matt Ramsey said "was still intact"