$AMD IMHO people going on about this and that being priced in. Well what was 'priced in' was the fact that everyone was told that Intel would have some new amazing 10nm / 7nm products to take on Zen. Even Lisa said that she thought that Zen 2 and 'Epyc 2' would be taking on new Intel chips. We know now that that is not the case. AMD has a lead on arch and node. Now - PRICE THAT IN.
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