### Comment:
If they outbid Apple and ordered a lot and Intel undercuts them on price/performance (Intel's margins are still high) AMD will lose their shirts. 
  
 They can't bet their business on that sort of optimism. They'll have ordered something nearto the status quo so as to not make waves that drive their own production costs up.

### REPLY:
Are you aware of AMD's current margin on Ryzen and EPYC products? Furthermore, for the big server players, TCO is far more important than the cost of the chip alone. The top EPYC products will be in high demand. 
  
 Su plays it somewhat conservative indeed, but I think she also recognizes that right now is the time to strike. I expect a fairly aggressive play from AMD for 2020 and I believe that TSMC has incentive to make that happen too.

### END.