Mark Lipacis - Jefferies

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Last quote by Mark Lipacis

While we would not expect shipments of AMD chips to Tesla to have a material impact near term to AMD bottom line … we think this would constitute a critical win for AMD as it would support our thesis that with its parallel processing GPUs, AMD is a beneficiary [of the next big technology shift].feedback
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Sep 21 2017 Tesla
We found 12 articles in which Mark Lipacis said something. The most recent Mark Lipacis’s quote is: “We believe the headline risk to NVDA in the near term will not be favorable; we do not see a clear long-term risk. From a volume perspective, Tesla represents less than 1% of the global autos market, and we think the potential to segment the market may be a possible alternative to another sole-source supplier transition.”. In addition, all sources we refer have quoted Mark Lipacis 19 times. On this page, you will find all of Mark Lipacis’s quotes organized by date and topic.
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Mark Lipacis quotes

Aug 11 2017

Our sense is that investors are disappointed in the datacenter quarter-over-quarter deceleration and view crypto upside as low quality. What we believe is not well understood is that in contrast to new gaming GPUs, which users buy and use instantaneously, new datacenter GPUs need to be tested and qualified before being scaled into datacenter-applications.feedback

Aug 09 2017 - Artificial Intelligence

Both INTC and AMD reported ASP [average selling price] related upside in client computing during 2Q17, we believe NVDA will report similar ASP benefits in its July quarter results. We expect NVDA to begin shipping its next-gen Volta GPU architecture optimized for neural network training [artificial intelligence] in 3Q17. Our field work indicates that the tensor cores (matrix multiplication) NVDA has put into Volta extends NVDA's lead over competitive merchant neural networking processors.feedback

Jul 28 2017

INTC noted that PC inventories in the supply chain have increased to 'healthy' levels from 'lean' levels over the past several quarters.feedback

Jul 28 2017

Intel beat and raised on better top line and operational execution, but the low quality of earnings, and accelerated pace of acquisitions are consistent with our Tectonic Shift in Computing Thesis. We continue to believe that Intel's DCG [data center group] revs will decelerate further in 2018 as AMD and CAVM ramp competitive offerings in servers.feedback

Jul 27 2017 - Samsung

As the incumbent with dominant share, we think INTC (Intel) has the most to lose.feedback

Jul 26 2017

Crypto mining helped stimulate demand for AMD GPUs in Q2, which we think could translate to a risk should cryptocurrency values decline, AMD is working to manage the crypto risk by targeting supply to the core GPU gaming market, and working with some of its AIB [add in board] partners to offer specific feature sets to segment the market between gaming & mining. AMD is not including upside from mining in its outlook.feedback

Mar 20 2017

We increase our sales estimates with better visibility into AMD's Ryzen 7 high performance and Ryzen 5 power-performance desktop processor launch. We think AMD's ability to price between-the-seams while achieving competitive performance will result in meaningful share gains from INTC in the Desktop, Server, and Notebook markets starting in 2017.feedback

Mar 13 2017 - Driverless cars

INTC's use of cash for M&A makes us wonder if the market is drifting away from x86. The bar is low, but we think its P/E multiple drifts down.feedback

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