### Comment:
pretty much.. it fell 4% today because people were expecting a drop.   now ts not bad so 20 valuation seems ok...    
 will depend on the call and future guidance. lisa was poor at their last event. i dont expect anything major... but intel shit the bed last month with a supply bottleneck to consumer market in europe and i expect amd will push revenue forecasts up this q due to it.

### REPLY:
You don't expect anything major -- that's right, she was 'poor' at their last event. Only IT professionals went 'holy shit.' 
  
 They literally had their cheap processor ($179 or $219 according to leaked prices) beating or tying the Intel flagship i9 9900.

### END.